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Principal LifeTime 2040 Institutional (PTDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.91+0.14 (+0.89%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down6
Best 1-yr total return (30 Apr 2024)29.47%
Worst 1-yr total return (30 Apr 2024)N/A

Risk statistics

3 years
PTDIXCategory average
5 years
PTDIXCategory average
10 years
PTDIXCategory average
Alpha
2.05-0.01
1.63-0.01
0.61-0.01
BETA
1.210.01
1.270.01
1.30.01
Mean annual return
0.460.01
0.830.01
0.690.01
R-squared
97.30.98
97.70.98
97.060.97
Standard deviation
15.270.15
15.960.13
13.060.12
Sharpe ratio
0.170.01
0.490.01
0.520.01
Treynor ratio
1.230.09
5.410.09
4.780.07