Principal Lifetime 2035 Fund Price on November 16, 2023
| LTIUX Fund | USD 12.56 0.04 0.32% |
Below is the normalized historical share price chart for Principal Lifetime 2035 extending back to February 29, 2008. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Principal Lifetime stands at 12.56, as last reported on the 1st of May, with the highest price reaching 12.56 and the lowest price hitting 12.56 during the day.
If you're considering investing in Principal Mutual Fund, it is important to understand the factors that can impact its price. We consider Principal Lifetime very steady. Principal Lifetime 2035 maintains Sharpe Ratio (i.e., Efficiency) of 0.0662, which implies the entity had a 0.0662% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Principal Lifetime 2035, which you can use to evaluate the volatility of the fund. Please check Principal Lifetime's Semi Deviation of 0.4614, risk adjusted performance of 0.0518, and Coefficient Of Variation of 1186.06 to confirm if the risk estimate we provide is consistent with the expected return of 0.0337%.
Principal Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Principal |
Sharpe Ratio = 0.0662
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| Negative Returns | LTIUX |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Principal Lifetime is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Principal Lifetime by adding it to a well-diversified portfolio.
Principal Lifetime Valuation on November 16, 2023
It is possible to determine the worth of Principal Lifetime on a given historical date. On November 16, 2023 Principal was worth 11.89 at the beginning of the trading date compared to the closed value of 11.41. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Principal Lifetime mutual fund. Still, in general, we apply an absolute valuation method to find Principal Lifetime's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Principal Lifetime where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Principal Lifetime's related companies.
| Open | High | Low | Close | Volume | |
| 11.88 | 11.88 | 11.40 | 11.40 | 1.00 | |
11/16/2023 | 11.89 | 11.89 | 11.41 | 11.41 | 1.00 |
| 11.94 | 11.94 | 11.46 | 11.46 | 1.00 |
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Principal Lifetime Trading Date Momentum on November 16, 2023
| On November 17 2023 Principal Lifetime 2035 was traded for 11.46 at the closing time. The highest daily price throughout the period was 11.94 and the lowest price was 11.46 . There was no trading activity during the period 1.0. Lack of trading volume on 11/17/2023 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.44% . The trading delta at closing time to current closing price is 5.35% . |
Principal Lifetime 2035 Fundamentals Correlations and Trends
By evaluating Principal Lifetime's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Principal Lifetime's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Principal financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Principal Lifetime Mutual Fund history
Principal Lifetime investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Principal is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Principal Lifetime 2035 will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Principal Lifetime stock prices may prove useful in developing a viable investing in Principal Lifetime
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 2035. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. . 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.
Principal Lifetime Mutual Fund Technical Analysis
Principal Lifetime technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Principal Lifetime Period Price Range
Low | November 16, 2023
| High |
11.89 | 11.41 |
Principal Lifetime May 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Principal Lifetime mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Principal Lifetime shares will generate the highest return on investment. By undertsting and applying Principal Lifetime mutual fund market strength indicators, traders can identify Principal Lifetime 2035 entry and exit signals to maximize returns
Principal Lifetime Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Principal Lifetime's price direction in advance. Along with the technical and fundamental analysis of Principal Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Principal to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0518 | |||
| Jensen Alpha | 0.033 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 1.45 |
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Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Principal Lifetime 2035. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.