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Principal LifeTime 2040 R2 (PTDNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.39+0.31 (+1.81%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)28.59%
Worst 1-yr total return (3 Feb 2019)-38.61%

Risk statistics

3 years
PTDNXCategory average
5 years
PTDNXCategory average
10 years
PTDNXCategory average
Alpha
-1.44-0.01
-1.54-0.01
-1.69-0.01
BETA
1.390.01
1.380.01
1.410.01
Mean annual return
0.890.01
1.030.01
0.730.01
R-squared
98.560.98
97.910.98
97.480.97
Standard deviation
15.880.15
12.950.13
12.220.12
Sharpe ratio
0.580.01
0.860.01
0.670.01
Treynor ratio
6.070.09
8.010.09
5.480.07