Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets close in 5 hours 18 minutes
FTSE 100
8,168.22
+47.02
(+0.58%)
FTSE 250
20,329.83
+135.36
(+0.67%)
AIM
769.75
+5.38
(+0.70%)
GBP/EUR
1.1805
+0.0005
(+0.04%)
GBP/USD
1.2696
+0.0011
(+0.09%)
Bitcoin GBP
47,560.33
-1,603.05
(-3.26%)
Money
What to do with an inheritance
For many, an inheritance represents a once in a lifetime opportunity
Principal LifeTime Hybrid 2040 Fund Class R-5 (PHTZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.24
-0.28
(-1.93%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
0.00%
5-year average return
0.00%
Number of years up
1
Number of years down
N/A
Best 1-yr total return (Invalid Date)
15.17%
Worst 1-yr total return (Invalid Date)
15.17%
Best 3-yr total return
15.17%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PHTZX
Category
YTD
2.67%
10.80%
1-month
-0.42%
1.06%
3-month
6.56%
6.14%
1-year
21.26%
33.59%
3-year
0.00%
12.99%
5-year
0.00%
12.87%
10-year
0.00%
9.72%
Last bull market
0.00%
19.05%
Last bear market
0.00%
-17.54%
Annual total return (%) history
Year
PHTZX
Category
2020
15.17%
14.56%
2019
N/A
23.19%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-17.69%
16.34%
7.02%
12.38%
2019
3.43%
0.66%
6.81%
N/A
Rank in category (by total return)
YTD
51
1-month
51
3-month
70
1-year
46
3-year
59
5-year
61
Load adjusted returns
1-year
15.40%
3-year
7.62%
5-year
11.90%
10-year
N/A
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.