Nasdaq - Delayed Quote • USD
Principal LifeTime 2050 R4 (PTESX)
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 2050. 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 | 29.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 2.34% |
| 5y Average Return | 8.11% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.32 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PTESX | Category Average | PTESX | Category Average | PTESX | Category Average | |
| Alpha | 2.84 | -0.02 | 1.88 | -0.01 | 0.45 | -0.01 |
| BETA | 1.32 | 0.01 | 1.39 | 0.01 | 1.41 | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 0.9 | 0.01 | 0.72 | 0.01 |
| R-squared | 96.41 | 0.98 | 97.12 | 0.98 | 96.5 | 0.97 |
| Standard Deviation | 16.72 | 0.17 | 17.49 | 0.14 | 14.24 | 0.13 |
| Sharpe Ratio | 0.21 | 0.01 | 0.5 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | 1.61 | 0.09 | 5.4 | 0.08 | 4.56 | 0.06 |
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