Ratings & Risk for Principal LifeTime 2010 R3 (PTAMX)

Morningstar Category: Target Date 2000-2010
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low Above Average
    31
    5-Year Low High
    16
    10-Year 6
    Overall Low High
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 15.18 -0.31 -0.40
    5-Year 12.18 0.12 -0.13
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.13 1.15 -4.55
    3-Year 97.16 1.14 -4.96
    5-Year 95.99 1.11 -3.92
    10-Year

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009