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Principal LifeTime 2040 R3 (PTDMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.820.00 (0.00%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down6
Best 1-yr total return (2 Jun 2024)28.68%
Worst 1-yr total return (2 Jun 2024)N/A

Risk statistics

3 years
PTDMXCategory average
5 years
PTDMXCategory average
10 years
PTDMXCategory average
Alpha
1.44-0.01
1.07-0.01
0.22-0.01
BETA
1.210.01
1.270.01
1.30.01
Mean annual return
0.20.01
0.670.01
0.620.01
R-squared
97.340.98
97.740.98
97.120.97
Standard deviation
15.290.15
16.050.13
13.130.12
Sharpe ratio
-0.040.01
0.370.01
0.450.01
Treynor ratio
-1.50.09
3.780.09
40.07