PTCPX
2030 Principal LifeTime-R5
$14.25
-0.02 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5465.117M |
| 52 Week High | 14.27 |
| 52 Week Low | 11.853 |
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Key Data
| Symbol | PTCPX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 14.25 |
| Price Yesterday | 14.27 |
| Market Cap | 5,465.12 |
| YTD Return | 5.79% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 14.27 |
|---|---|
| 52 Week Low | 11.85 |
| Market Cap | 5,465.12M |
| Shares Outstanding | 383.52M |
| Income Dividend Yield | 2.06% |
| Long Term Dividend Yield | 1.63% |
| Short Term Dividend Yield | 0.09% |
| 52 Week Yield (All) | 3.78% |
Returns Annualized
| One Day | -29.80% |
|---|---|
| Five Days | 76.77% |
| One Months | 20.59% |
| Three Months | 7.47% |
| Six Months | 14.37% |
| Nine Months | 22.67% |
| One Year | 13.51% |
| Three Years | 1.17% |
| Five Years | 6.59% |
| Ten Years | 6.13% |
| YTD | 11.54% |
| Since Inception | 6.83% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.14% |
| One Month | 1.50% |
| Three Months | 1.79% |
| Six Months | 6.82% |
| Nine Months | 16.36% |
| One Year | 13.50% |
| Three Years | 3.54% |
| Five Years | 37.50% |
| Ten Years | 81.04% |
| YTD | 5.79% |
| Since Inception | 300.17% |
Yearly Returns
| 2024 | 5.79% |
|---|---|
| 2023 | 14.85% |
| 2022 | -17.07% |
| 2021 | 12.56% |
| 2020 | 14.42% |
| 2019 | 22.09% |
| 2018 | -7.68% |
| 2017 | 18.21% |
| 2016 | 5.52% |
| 2015 | -1.21% |
Risk against SP-DA
| Alpha | -7.59% |
|---|---|
| Beta | 0.67 |
| Correlation | 92.02% |
| Downside Deviation | 2.51% |
| Coefficient of determination | 84.69% |
| Standard Deviation | 2.36% |
| Sharpe Ratio | -1.86 |
| Sortino | -6.06 |
| Treynor | 12.08 |
| Ulcer Index | 2.79 |
| Ulcer Performance Index | -5.44 |