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Principal LifeTime Hybrid 2040 Fund Class R-5 (PHTZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.24
-0.28
(-1.93%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
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%
Risk statistics
3 years
PHTZX
Category average
5 years
PHTZX
Category average
10 years
PHTZX
Category average
Alpha
-1.31
-0.01
-1.22
-0.01
N/A
-0.01
BETA
1.33
0.01
1.33
0.01
N/A
0.01
Mean annual return
0.71
0.01
1.01
0.01
N/A
0.01
R-squared
98.64
0.98
98.03
0.98
N/A
0.97
Standard deviation
15.44
0.15
12.47
0.13
N/A
0.12
Sharpe ratio
0.46
0.01
0.87
0.01
N/A
0.01
Treynor ratio
4.62
0.09
8.08
0.09
N/A
0.07
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