Nasdaq - Delayed Quote USD
Principal Inflation Protection J (PIPJX)
7.21
-0.01
(-0.14%)
At close: 8:01:58 PM EDT
Fund Summary
The fund invests primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Under normal circumstances, the fund maintains an average portfolio duration that is within ±20% of the duration of the Bloomberg U.S. Treasury Inflation Protected Securities (“TIPS”) Index. The fund is not managed to a particular maturity.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.98% |
| 5y Average Return | 0.74% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PIPJX | Category Average | PIPJX | Category Average | PIPJX | Category Average | |
| Alpha | -1.87 | 0.01 | 1.77 | 0.01 | -0.01 | -0 |
| BETA | 0.83 | 0.01 | 0.86 | 0.01 | 0.84 | 0.01 |
| Mean Annual Return | -0.04 | 0 | 0.17 | 0 | 0.14 | 0 |
| R-squared | 76.82 | 0.45 | 72.95 | 0.49 | 69.96 | 0.5 |
| Standard Deviation | 7.25 | 0.04 | 6.32 | 0.04 | 5.01 | 0.04 |
| Sharpe Ratio | -0.69 | 0.01 | -0.12 | 0.01 | -0.06 | 0.01 |
| Treynor Ratio | -6.4 | 0.08 | -1.15 | 0.03 | -0.54 | 0.02 |
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