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Principal LifeTime Hybrid 2040 Fund Class R-5 (PHTZX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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14.24

-0.28

(-1.93%)

At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up1

Number of years downN/A

Best 1-yr total return (Invalid Date)15.17%

Worst 1-yr total return (Invalid Date)15.17%

Risk statistics

3 years

PHTZXCategory average

5 years

PHTZXCategory average

10 years

PHTZXCategory average

Alpha

-1.31-0.01

-1.22-0.01

N/A-0.01

BETA

1.330.01

1.330.01

N/A0.01

Mean annual return

0.710.01

1.010.01

N/A0.01

R-squared

98.640.98

98.030.98

N/A0.97

Standard deviation

15.440.15

12.470.13

N/A0.12

Sharpe ratio

0.460.01

0.870.01

N/A0.01

Treynor ratio

4.620.09

8.080.09

N/A0.07