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Principal LifeTime 2040 R5 (PTDPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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15.79
+0.14
(+0.89%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
16
Number of years down
6
Best 1-yr total return (2 May 2024)
29.13%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
PTDPX
Category average
5 years
PTDPX
Category average
10 years
PTDPX
Category average
Alpha
1.73
-0.01
1.37
-0.01
0.53
-0.01
BETA
1.21
0.01
1.27
0.01
1.3
0.01
Mean annual return
0.23
0.01
0.7
0.01
0.64
0.01
R-squared
97.37
0.98
97.76
0.98
97.16
0.97
Standard deviation
15.28
0.15
16.04
0.13
13.12
0.12
Sharpe ratio
-0.02
0.01
0.39
0.01
0.47
0.01
Treynor ratio
-1.26
0.09
4.04
0.09
4.26
0.07
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