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Nasdaq - Delayed Quote USD
Principal Strategic Asset Management Conservative Growth Portfolio (PCWSX)
20.27
+0.09
+(0.45%)
At close: November 22 at 8:00:55 PM EST
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 | 25.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 17.05% |
| 5y Average Return | 9.21% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PCWSX | Category Average | PCWSX | Category Average | PCWSX | Category Average | |
| Alpha | 2.5 | -0.02 | 1.88 | -0.02 | 0.69 | -0.01 |
| BETA | 1.18 | 0.01 | 1.24 | 0.01 | 1.25 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.8 | 0.01 | 0.69 | 0.01 |
| R-squared | 96.24 | 0.94 | 96.69 | 0.93 | 96.51 | 0.93 |
| Standard Deviation | 15.1 | 0.16 | 15.66 | 0.13 | 12.76 | 0.12 |
| Sharpe Ratio | 0.07 | 0.01 | 0.46 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | -0.11 | 0.08 | 5.03 | 0.08 | 4.75 | 0.06 |
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