PTCAX
2030 Principal LifeTime-A
$14.32
-0.02 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5464.899M |
| 52 Week High | 14.34 |
| 52 Week Low | 11.915 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | PTCAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 14.32 |
| Price Yesterday | 14.34 |
| Market Cap | 5,464.90 |
| YTD Return | 5.76% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 14.34 |
|---|---|
| 52 Week Low | 11.92 |
| Market Cap | 5,464.90M |
| Shares Outstanding | 381.63M |
| Income Dividend Yield | 1.95% |
| Long Term Dividend Yield | 1.62% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 3.66% |
Returns Annualized
| One Day | -29.68% |
|---|---|
| Five Days | 82.67% |
| One Months | 20.48% |
| Three Months | 7.43% |
| Six Months | 14.29% |
| Nine Months | 22.50% |
| One Year | 13.41% |
| Three Years | 1.07% |
| Five Years | 6.50% |
| Ten Years | 6.02% |
| YTD | 11.48% |
| Since Inception | 6.05% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.20% |
| One Month | 1.49% |
| Three Months | 1.78% |
| Six Months | 6.79% |
| Nine Months | 16.23% |
| One Year | 13.40% |
| Three Years | 3.21% |
| Five Years | 36.88% |
| Ten Years | 79.11% |
| YTD | 5.76% |
| Since Inception | 199.02% |
Yearly Returns
| 2024 | 5.76% |
|---|---|
| 2023 | 14.75% |
| 2022 | -17.16% |
| 2021 | 12.42% |
| 2020 | 14.27% |
| 2019 | 21.97% |
| 2018 | -7.77% |
| 2017 | 18.02% |
| 2016 | 5.41% |
| 2015 | -1.28% |
Risk against SP-DA
| Alpha | -7.86% |
|---|---|
| Beta | 0.68 |
| Correlation | 92.03% |
| Downside Deviation | 2.48% |
| Coefficient of determination | 84.70% |
| Standard Deviation | 2.38% |
| Sharpe Ratio | -1.85 |
| Sortino | -6.18 |
| Treynor | 11.79 |
| Ulcer Index | 2.8 |
| Ulcer Performance Index | -5.46 |