Ratings & Risk for Principal LifeTime 2010 R5 (PTAPX)

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 -0.29 -0.38
    5-Year 12.19 0.15 -0.10
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.32 1.15 -4.33
    3-Year 97.25 1.14 -4.65
    5-Year 96.08 1.11 -3.61
    10-Year — — —

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009