Nasdaq - Delayed Quote USD
Principal Funds, Inc. - Origin Emerging Markets Fund (POEIX)
10.46
0.00
(0.00%)
At close: December 31 at 8:00:59 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.33% |
| 5y Average Return | 0.58% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Dec 31, 2024) | 51.03% |
| Worst 1Y Total Return (Dec 31, 2024) | -- |
| Best 3Y Total Return | 51.03% |
| Worst 3Y Total Return | -8.20% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
POEIX
Category
- YTD
- 12.33%
- 8.73%
- 1-Month
- 2.45%
- 1.20%
- 3-Month
- -1.70%
- 5.47%
- 1-Year
- 12.33%
- 41.79%
- 3-Year
- -4.53%
- 11.48%
- 5-Year
- 0.58%
- 12.18%
- 10-Year
- 0.00%
- 4.39%
- Last Bull Market
- 2.19%
- 17.73%
- Last Bear Market
- -15.03%
- -25.55%
Annual Total Return (%) History
Year
POEIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.10% | 7.33% | 1.29% | -1.70% |
| 2023 | 6.73% | 1.89% | -5.16% | 6.83% |
| 2022 | -10.74% | -15.03% | -13.14% | 6.72% |
| 2021 | 5.61% | 2.73% | -10.41% | 2.73% |
| 2020 | -19.10% | 18.56% | 9.05% | 13.23% |
| 2019 | 13.58% | 1.90% | -2.23% | 11.58% |
| 2018 | 4.07% | -10.78% | -3.77% | -14.09% |
| 2017 | 15.09% | 8.56% | 13.44% | 6.56% |
| 2016 | 0.49% | 3.18% | 9.02% | -9.76% |
| 2015 | 4.35% | -16.78% | -2.10% | -- |
Rank in Category (By Total Return)
| YTD | 10 |
| 1-Month | 1 |
| 3-Month | 4 |
| 1-Year | 10 |
| 3-Year | 76 |
| 5-Year | 74 |
Load Adjusted Returns
| 1-Year | 12.33% |
| 3-Year | -4.53% |
| 5-Year | 0.58% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 12.33% |
| 5y Average Return | 0.58% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | Principal Funds |
| Net Assets | 125.9M |
| YTD Return | 12.33% |
| Yield | 3.24% |
| Morningstar Rating | |
| Inception Date | Jan 23, 2015 |
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.
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