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Principal LifeTime 2040 A (PTDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.45+0.13 (+0.85%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down5
Best 1-yr total return (2 May 2024)28.99%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
PTDAXCategory average
5 years
PTDAXCategory average
10 years
PTDAXCategory average
Alpha
1.64-0.01
1.26-0.01
0.42-0.01
BETA
1.210.01
1.270.01
1.30.01
Mean annual return
0.220.01
0.690.01
0.630.01
R-squared
97.330.98
97.710.98
97.120.97
Standard deviation
15.280.15
16.040.13
13.120.12
Sharpe ratio
-0.030.01
0.380.01
0.460.01
Treynor ratio
-1.330.09
3.950.09
4.170.07