Nasdaq - Delayed Quote USD
Principal Strategic Asset Management Conservative Growth Portfolio (PCWIX)
18.06
+0.04
+(0.22%)
As of 8:06:58 AM EDT. Market Open.
Fund Summary
The fund operates as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -2.22% |
| 5y Average Return | 11.14% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PCWIX | Category Average | PCWIX | Category Average | PCWIX | Category Average | |
| Alpha | 2.45 | -0.02 | 2.74 | -0.02 | 0.8 | -0.01 |
| BETA | 1.18 | 0.01 | 1.21 | 0.01 | 1.26 | 0.01 |
| Mean Annual Return | 0.59 | 0.01 | 1.1 | 0.01 | 0.7 | 0.01 |
| R-squared | 95.82 | 0.94 | 96.08 | 0.93 | 96.33 | 0.93 |
| Standard Deviation | 15.09 | 0.16 | 14.31 | 0.13 | 12.91 | 0.12 |
| Sharpe Ratio | 0.17 | 0.01 | 0.73 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | 1.24 | 0.08 | 8.36 | 0.08 | 4.64 | 0.06 |
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