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Principal LifeTime Hybrid 2040 J (PHJEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.46+0.05 (+0.35%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up4
Number of years down1
Best 1-yr total return (17 Jun 2024)23.53%
Worst 1-yr total return (17 Jun 2024)N/A

Risk statistics

3 years
PHJEXCategory average
5 years
PHJEXCategory average
10 years
PHJEXCategory average
Alpha
3.06-0.01
2.22-0.01
N/A-0.01
BETA
1.210.01
1.230.01
N/A0.01
Mean annual return
0.380.01
0.870.01
N/A0.01
R-squared
96.380.98
97.380.98
N/A0.97
Standard deviation
15.460.15
15.530.13
N/A0.12
Sharpe ratio
0.080.01
0.530.01
N/A0.01
Treynor ratio
0.120.09
6.010.09
N/A0.07