Nasdaq - Delayed Quote USD

Principal Global Multi-Strategy Fund (PGLSX)

10.88 +0.03 (+0.28%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.62%
5y Average Return 4.82%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 8.19%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 8.19%
Worst 3Y Total Return 2.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGLSX
Category
YTD
5.38%
5.60%
1-Month
2.14%
0.13%
3-Month
5.38%
2.72%
1-Year
11.54%
12.76%
3-Year
4.77%
4.12%
5-Year
5.15%
3.42%
10-Year
3.68%
2.54%
Last Bull Market
10.87%
4.37%
Last Bear Market
-4.63%
-8.39%

Annual Total Return (%) History

Year
PGLSX
Category
2024
--
--
2023
6.57%
--
2022
-1.70%
--
2021
5.63%
--
2020
5.21%
1.63%
2019
8.19%
7.77%
2018
-4.20%
-4.31%
2017
--
5.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.38% -- -- --
2023 0.69% 2.75% 0.96% 2.03%
2022 1.30% -4.63% -1.17% 2.95%
2021 1.41% 3.04% -0.67% 1.78%
2020 -9.39% 7.44% 3.28% 4.64%
2019 3.25% 2.29% 0.56% 1.86%
2018 -1.59% -0.18% 1.62% -4.03%
2017 1.69% 1.53% -- --

Rank in Category (By Total Return)

YTD 29
1-Month 43
3-Month 29
1-Year 25
3-Year 31
5-Year 19

Load Adjusted Returns

1-Year 11.54%
3-Year 4.77%
5-Year 5.15%
10-Year 3.68%

Performance & Risk

YTD Return 4.62%
5y Average Return 4.82%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.25
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family Principal Funds
Net Assets 413.36M
YTD Return 5.38%
Yield 3.33%
Morningstar Rating
Inception Date Oct 24, 2011

Fund Summary

The fund invests in a broad range of instruments including, but not limited to, equities, bonds, currencies, commodities, convertible securities, and bank loans. Under normal market conditions, it invests in securities of issuers located throughout the world, including the U.S., invests at least 30% of its net assets in foreign and emerging market securities, and holds investments tied economically to at least twenty countries.

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