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Principal LifeTime 2040 R5 (PTDPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.11-0.03 (-0.19%)
At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down6
Best 1-yr total return (30 June 2024)29.13%
Worst 1-yr total return (30 June 2024)N/A

Risk statistics

3 years
PTDPXCategory average
5 years
PTDPXCategory average
10 years
PTDPXCategory average
Alpha
2.03-0.01
1.56-0.01
0.54-0.01
BETA
1.210.01
1.270.01
1.30.01
Mean annual return
0.290.01
0.830.01
0.650.01
R-squared
97.470.98
97.780.98
97.170.97
Standard deviation
15.380.15
15.90.13
13.140.12
Sharpe ratio
0.020.01
0.490.01
0.480.01
Treynor ratio
-0.740.09
5.380.09
4.340.07