Principal Lifetime Hybrid Fund Net Asset
| PLHTX Fund | USD 19.43 0.05 0.26% |
As of the 4th of February, Principal Lifetime holds the Risk Adjusted Performance of 0.1009, coefficient of variation of 732.14, and Semi Deviation of 0.5915. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Principal Lifetime, as well as the relationship between them.
Principal Lifetime's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Principal Lifetime's valuation are provided below:Principal Lifetime Hybrid does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. PRINCIPAL |
Principal Lifetime 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Principal Lifetime's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Principal Lifetime.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Principal Lifetime on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Lifetime Hybrid or generate 0.0% return on investment in Principal Lifetime over 90 days. Principal Lifetime is related to or competes with One Choice, Strategic Allocation, Nationwide Investor, Strategic Allocation, Blackrock Commodity, One Choice, and Hartford Healthcare. The fund operates as a target date fund that invests according to an asset allocation strategy designed for investors ha... More
Principal Lifetime Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Principal Lifetime's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Principal Lifetime Hybrid upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7552 | |||
| Information Ratio | 0.069 | |||
| Maximum Drawdown | 5.21 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 1.21 |
Principal Lifetime Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Lifetime's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Lifetime's standard deviation. In reality, there are many statistical measures that can use Principal Lifetime historical prices to predict the future Principal Lifetime's volatility.| Risk Adjusted Performance | 0.1009 | |||
| Jensen Alpha | 0.0653 | |||
| Total Risk Alpha | 0.0512 | |||
| Sortino Ratio | 0.0717 | |||
| Treynor Ratio | 0.131 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Principal Lifetime's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Principal Lifetime February 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1009 | |||
| Market Risk Adjusted Performance | 0.141 | |||
| Mean Deviation | 0.559 | |||
| Semi Deviation | 0.5915 | |||
| Downside Deviation | 0.7552 | |||
| Coefficient Of Variation | 732.14 | |||
| Standard Deviation | 0.7846 | |||
| Variance | 0.6155 | |||
| Information Ratio | 0.069 | |||
| Jensen Alpha | 0.0653 | |||
| Total Risk Alpha | 0.0512 | |||
| Sortino Ratio | 0.0717 | |||
| Treynor Ratio | 0.131 | |||
| Maximum Drawdown | 5.21 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 1.21 | |||
| Downside Variance | 0.5703 | |||
| Semi Variance | 0.3498 | |||
| Expected Short fall | (0.60) | |||
| Skewness | 0.8304 | |||
| Kurtosis | 4.19 |
Principal Lifetime Hybrid Backtested Returns
At this stage we consider PRINCIPAL Mutual Fund to be very steady. Principal Lifetime Hybrid maintains Sharpe Ratio (i.e., Efficiency) of 0.19, which implies the entity had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Principal Lifetime Hybrid, which you can use to evaluate the volatility of the fund. Please check Principal Lifetime's Semi Deviation of 0.5915, coefficient of variation of 732.14, and Risk Adjusted Performance of 0.1009 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%. The fund holds a Beta of 0.74, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Principal Lifetime's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Lifetime is expected to be smaller as well.
Auto-correlation | 0.42 |
Average predictability
Principal Lifetime Hybrid has average predictability. Overlapping area represents the amount of predictability between Principal Lifetime time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Principal Lifetime Hybrid price movement. The serial correlation of 0.42 indicates that just about 42.0% of current Principal Lifetime price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.42 | |
| Spearman Rank Test | 0.59 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Principal Lifetime Hybrid has a Net Asset of 18.4 M. This is 98.66% lower than that of the Principal Funds family and significantly higher than that of the Target-Date 2055 category. The net asset for all United States funds is notably lower than that of the firm.
PRINCIPAL Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Principal Lifetime's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Principal Lifetime could also be used in its relative valuation, which is a method of valuing Principal Lifetime by comparing valuation metrics of similar companies.Principal Lifetime is currently under evaluation in net asset among similar funds.
PRINCIPAL Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Principal Lifetime's current stock value. Our valuation model uses many indicators to compare Principal Lifetime value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Principal Lifetime competition to find correlations between indicators driving Principal Lifetime's intrinsic value. More Info.Principal Lifetime Hybrid is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 136.93 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Principal Lifetime's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Principal Lifetime
The fund consists of 92.62% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Principal Lifetime's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
PRINCIPAL Fundamentals
| Total Asset | 109.91 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 2.71 % | ||||
| One Year Return | 18.57 % | ||||
| Three Year Return | 17.47 % | ||||
| Five Year Return | 10.14 % | ||||
| Net Asset | 18.4 M | ||||
| Cash Position Weight | 2.73 % | ||||
| Equity Positions Weight | 92.62 % | ||||
| Bond Positions Weight | 0.37 % |
About Principal Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Principal Lifetime Hybrid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Principal Lifetime using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Principal Lifetime Hybrid based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Principal Lifetime financial ratios help investors to determine whether PRINCIPAL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PRINCIPAL with respect to the benefits of owning Principal Lifetime security.
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