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ALL ORDS
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Principal LifeTime Hybrid 2040 Instl (PLTQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.28
+0.02
(+0.14%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
6
Number of years down
3
Best 1-yr total return (9 May 2024)
23.85%
Worst 1-yr total return (9 May 2024)
N/A
Risk statistics
3 years
PLTQX
Category average
5 years
PLTQX
Category average
10 years
PLTQX
Category average
Alpha
2.68
-0.01
1.99
-0.01
N/A
-0.01
BETA
1.21
0.01
1.24
0.01
N/A
0.01
Mean annual return
0.31
0.01
0.74
0.01
N/A
0.01
R-squared
96.3
0.98
97.37
0.98
N/A
0.97
Standard deviation
15.32
0.15
15.68
0.13
N/A
0.12
Sharpe ratio
0.04
0.01
0.43
0.01
N/A
0.01
Treynor ratio
-0.46
0.09
4.63
0.09
N/A
0.07
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