PRINCIPAL LIFETIME Semi Variance
| PLTYX Fund | | | USD 10.88 -0.03 -0.27% |
This dataset for Principal Lifetime Hybrid reflects inputs used in the Semi Variance calculation. Data availability for the calculation period determines indicator completeness. Review
Your Equity Center to understand diversified portfolio construction. Broader allocation clarity strengthens diversification analysis. Principal Lifetime Hybrid can be included in a portfolio to evaluate diversification impact. Risk and return metrics update as positions are added or adjusted. Broader economic conditions can influence Principal Lifetime Hybrid's mutual fund valuation — related indicators include
signals in small area income & poverty estimates.
Principal Lifetime Hybrid has current Semi Variance of 0.132. Semi-variance provides a good measure of downside volatility for equity or a portfolio. It is similar to variance, but it only looks at periods where the returns are less than the target or average level.
Semi Variance | = | SUM(RET DEV)2N(ZERO) |
| = | 0.132 | |
| SUM | = | Summation notation |
| RET DEV | = | Actual return deviation over selected period |
| N(ZERO) | = | Number of points with returns less than zero |
Semi Variance Peers Comparison
Semi Variance Relative To Other Indicators
Principal Lifetime Hybrid is rated
second in semi variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
20.27 of Maximum Drawdown per Semi Variance. At
20.27 , Principal Lifetime Hybrid's Maximum Drawdown-to-Semi Variance multiple reflects the spread between these metrics
Semi-variance is the square of semi-deviation. Semi-variance is calculated by averaging the deviations of returns that have a result that is less than the mean.
Compare PRINCIPAL LIFETIME to Peers
Other Technical Indicators