Principal LifeTime 2025 Fund

Scorecard
3 / 5 Stars
Lipper
3 3 2 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 10.91
Mean 0.69
Sharpe Ratio 0.75
Bear Market Decile Rank 84

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate 2030
R-Squared 98.31 98.88
Beta 1.3 0.96
Alpha -2.4 -1.14

See Also:

Top Principal Funds Funds