Nasdaq - Delayed Quote • USD
Principal Global Real Estate Sec C (POSCX)
As of May 6 at 8:00 PM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry at the time of purchase. For the fund's investment policies, a real estate company has at least 50% of its assets, income or profits derived from products or services related to the real estate industry.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -14.69% |
| 5y Average Return | 4.79% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| POSCX | Category Average | POSCX | Category Average | POSCX | Category Average | |
| Alpha | -4.12 | -0.04 | -1.99 | -0.06 | -0.97 | -0.02 |
| BETA | 0.91 | 0.01 | 0.86 | 0.01 | 0.83 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.59 | 0.01 | 0.6 | 0.01 |
| R-squared | 75.97 | 0.74 | 71.15 | 0.68 | 61.54 | 0.66 |
| Standard Deviation | 18.74 | 0.19 | 16.09 | 0.16 | 14.33 | 0.15 |
| Sharpe Ratio | 6.28 | 0 | 7.38 | 0 | 5.69 | 0 |
| Treynor Ratio | 3.51 | 0.08 | 5.51 | 0.06 | 6.91 | 0.07 |
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