Nasdaq - Delayed Quote • USD
Principal LifeTime Hybrid 2015 R6 (PLRRX)
At close: 8:00 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 2015. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. 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 | 15.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 1.01% |
| 5y Average Return | 4.53% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLRRX | Category Average | PLRRX | Category Average | PLRRX | Category Average | |
| Alpha | -1 | 0 | -0.16 | 0 | -- | 0 |
| BETA | 0.76 | 0.01 | 0.73 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.19 | 0.01 | 0.46 | 0.01 | -- | 0.01 |
| R-squared | 98.2 | 0.96 | 97.78 | 0.96 | -- | 0.95 |
| Standard Deviation | 9.55 | 0.09 | 9.19 | 0.07 | -- | 0.07 |
| Sharpe Ratio | -0.07 | 0.01 | 0.37 | 0.01 | -- | 0.01 |
| Treynor Ratio | -1.5 | 0.11 | 4.21 | 0.1 | -- | 0.08 |
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