PTDPX - Principal LifeTime 2040 Fund R-5 Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jun 1, 2023)29.13%
Worst 1 Yr Total Return (Jun 1, 2023)N/A

Risk Statistics

3 Years
PTDPXCategory Average
5 Years
PTDPXCategory Average
10 Years
PTDPXCategory Average
Alpha
1.71-0.01
0.15-0.01
0.04-0.01
BETA
1.250.01
1.320.01
1.330.01
Mean Annual Return
0.830.01
0.580.01
0.640.01
R-squared
97.830.98
97.910.98
97.350.97
Standard Deviation
15.410.15
15.990.13
12.740.12
Sharpe Ratio
0.560.01
0.340.01
0.520.01
Treynor Ratio
6.320.09
3.280.09
4.590.07