Nasdaq - Delayed Quote USD
Principal LifeTime 2020 R4 (PTBSX)
12.94
+0.03
+(0.23%)
At close: November 22 at 8:00:58 PM EST
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 | 26.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 8.40% |
| 5y Average Return | 5.21% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PTBSX | Category Average | PTBSX | Category Average | PTBSX | Category Average | |
| Alpha | -1.43 | 0 | -0.57 | 0 | -0.5 | 0 |
| BETA | 0.83 | 0.01 | 0.86 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | 0.12 | 0.01 | 0.47 | 0.01 | 0.45 | 0.01 |
| R-squared | 98.89 | 0.96 | 98.42 | 0.96 | 97.72 | 0.95 |
| Standard Deviation | 10.54 | 0.09 | 10.78 | 0.08 | 9 | 0.08 |
| Sharpe Ratio | -0.24 | 0.01 | 0.29 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -3.76 | 0.1 | 3.02 | 0.09 | 3.75 | 0.08 |
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