PTCSX
2030 Principal LifeTime-R4
$14.94
-0.02 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 5463.154M |
| 52 Week High | 14.97 |
| 52 Week Low | 12.437 |
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Key Data
| Symbol | PTCSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 14.94 |
| Price Yesterday | 14.96 |
| Market Cap | 5,463.15 |
| YTD Return | 5.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 14.97 |
|---|---|
| 52 Week Low | 12.44 |
| Market Cap | 5,463.15M |
| Shares Outstanding | 365.67M |
| Income Dividend Yield | 1.86% |
| Long Term Dividend Yield | 1.56% |
| Short Term Dividend Yield | 0.08% |
| 52 Week Yield (All) | 3.50% |
Returns Annualized
| One Day | -28.64% |
|---|---|
| Five Days | 78.13% |
| One Months | 20.58% |
| Three Months | 7.40% |
| Six Months | 14.30% |
| Nine Months | 22.52% |
| One Year | 13.37% |
| Three Years | 1.04% |
| Five Years | 6.48% |
| Ten Years | 6.01% |
| YTD | 11.42% |
| Since Inception | 6.54% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 1.15% |
| One Month | 1.49% |
| Three Months | 1.77% |
| Six Months | 6.79% |
| Nine Months | 16.25% |
| One Year | 13.35% |
| Three Years | 3.15% |
| Five Years | 36.74% |
| Ten Years | 78.94% |
| YTD | 5.73% |
| Since Inception | 277.65% |
Yearly Returns
| 2024 | 5.73% |
|---|---|
| 2023 | 14.67% |
| 2022 | -17.15% |
| 2021 | 12.43% |
| 2020 | 14.22% |
| 2019 | 22.01% |
| 2018 | -7.75% |
| 2017 | 17.95% |
| 2016 | 5.43% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -7.77% |
|---|---|
| Beta | 0.68 |
| Correlation | 91.88% |
| Downside Deviation | 2.49% |
| Coefficient of determination | 84.42% |
| Standard Deviation | 2.36% |
| Sharpe Ratio | -1.87 |
| Sortino | -6.17 |
| Treynor | 11.83 |
| Ulcer Index | 2.81 |
| Ulcer Performance Index | -5.47 |