Nasdaq - Delayed Quote USD

Principal Short-Term Income R1 (PSIMX)

11.77 +0.01 (+0.09%)
At close: April 26 at 8:00 PM EDT

Fund Summary

The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.11%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 0.36%
5y Average Return 0.84%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.28
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PSIMXCategory AveragePSIMXCategory AveragePSIMXCategory Average
Alpha -1.33 0.01 -0.64 0.01 -0.52 0
BETA 0.28 0 0.31 0 0.3 0
Mean Annual Return 0.01 0 0.08 0 0.08 0
R-squared 86.66 0.32 68.93 0.35 69.55 0.35
Standard Deviation 2.42 0.03 2.37 0.02 1.78 0.02
Sharpe Ratio -1.28 0.01 -0.5 0.01 -0.27 0.01
Treynor Ratio -10.06 0.06 -3.81 0.04 -1.61 0.06

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