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Principal LifeTime 2040 J (PTDJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.70+0.14 (+0.90%)
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)28.69%
Worst 1-yr total return (30 Apr 2024)N/A

Risk statistics

3 years
PTDJXCategory average
5 years
PTDJXCategory average
10 years
PTDJXCategory average
Alpha
1.89-0.01
1.46-0.01
0.4-0.01
BETA
1.220.01
1.270.01
1.30.01
Mean annual return
0.450.01
0.820.01
0.670.01
R-squared
97.260.98
97.680.98
97.030.97
Standard deviation
15.280.15
15.960.13
13.050.12
Sharpe ratio
0.160.01
0.480.01
0.510.01
Treynor ratio
1.090.09
5.270.09
4.610.07