Ratings & Risk for Principal LifeTime 2010 R4 (PTASX)

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 15.16 -0.30 -0.39
    5-Year 12.17 0.14 -0.11
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.25 1.15 -4.38
    3-Year 97.19 1.13 -4.75
    5-Year 96.02 1.11 -3.72
    10-Year — — —

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009