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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

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down6
Best 1-yr total return (2 May 2024)29.13%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
PTDPXCategory average
5 years
PTDPXCategory average
10 years
PTDPXCategory average
Alpha
1.73-0.01
1.37-0.01
0.53-0.01
BETA
1.210.01
1.270.01
1.30.01
Mean annual return
0.230.01
0.70.01
0.640.01
R-squared
97.370.98
97.760.98
97.160.97
Standard deviation
15.280.15
16.040.13
13.120.12
Sharpe ratio
-0.020.01
0.390.01
0.470.01
Treynor ratio
-1.260.09
4.040.09
4.260.07