Nasdaq - Delayed Quote USD
Principal Funds, Inc. - Origin Emerging Markets Fund (POEFX)
10.45
-0.02
(-0.19%)
At close: December 31 at 8:00:59 PM EST
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market if one or more of the following criteria is present: (i) the issuer or guarantor of the security has its principal place of business or principal office in an emerging market; (ii) the principal trading market for the security is in an emerging market; (iii) the issuer or guarantor of the security derives a majority of its revenue from emerging markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 12.40% |
| 5y Average Return | 0.68% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| POEFX | Category Average | POEFX | Category Average | POEFX | Category Average | |
| Alpha | -5.12 | 0.02 | -2.88 | 0.01 | -- | -0.01 |
| BETA | 0.97 | 0.01 | 0.88 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.25 | 0.01 | 0.19 | 0.01 | -- | 0 |
| R-squared | 75.34 | 0.82 | 71.47 | 0.79 | -- | 0.8 |
| Standard Deviation | 18.2 | 0.2 | 18.04 | 0.17 | -- | 0.18 |
| Sharpe Ratio | -0.4 | 0.01 | -0.02 | 0.01 | -- | 0 |
| Treynor Ratio | -8.99 | 0.1 | -2.2 | 0.11 | -- | 0.04 |
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