Nasdaq - Delayed Quote • USD
Principal LifeTime 2020 Institutional (PLWIX)
At close: 8:01 PM EDT
Fund Summary
The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2020. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.45% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 0.92% |
| 5y Average Return | 5.07% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLWIX | Category Average | PLWIX | Category Average | PLWIX | Category Average | |
| Alpha | -0.59 | 0 | 0.03 | 0 | 0.01 | 0 |
| BETA | 0.84 | 0.01 | 0.86 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 0.53 | 0.01 | 0.48 | 0.01 |
| R-squared | 98.72 | 0.96 | 98.25 | 0.96 | 97.68 | 0.95 |
| Standard Deviation | 10.49 | 0.09 | 10.8 | 0.08 | 8.96 | 0.08 |
| Sharpe Ratio | -0.02 | 0.01 | 0.39 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | -0.93 | 0.1 | 4.38 | 0.09 | 4.48 | 0.08 |
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