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Principal LifeTime 2040 R4 (PTDSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.80+0.03 (+0.19%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down6
Best 1-yr total return (6 May 2024)29.00%
Worst 1-yr total return (6 May 2024)N/A

Risk statistics

3 years
PTDSXCategory average
5 years
PTDSXCategory average
10 years
PTDSXCategory average
Alpha
1.6-0.01
1.25-0.01
0.41-0.01
BETA
1.210.01
1.270.01
1.30.01
Mean annual return
0.220.01
0.690.01
0.630.01
R-squared
97.320.98
97.730.98
97.090.97
Standard deviation
15.270.15
16.020.13
13.110.12
Sharpe ratio
-0.030.01
0.380.01
0.460.01
Treynor ratio
-1.360.09
3.940.09
4.160.07