Nasdaq - Delayed Quote USD
Principal SAM Strategic Growth Inst (PSWIX)
20.89
+0.04
+(0.19%)
At close: 8:07:01 AM EDT
Fund Summary
The Portfolios operate as funds of funds. It generally invests: between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund; such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -2.66% |
| 5y Average Return | 13.15% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSWIX | Category Average | PSWIX | Category Average | PSWIX | Category Average | |
| Alpha | 3.59 | -0.03 | 4.14 | -0.02 | 1.1 | -0.01 |
| BETA | 1.29 | 0.02 | 1.35 | 0.02 | 1.42 | 0.02 |
| Mean Annual Return | 0.68 | 0.01 | 1.29 | 0.01 | 0.78 | 0.01 |
| R-squared | 94.72 | 0.95 | 95.28 | 0.94 | 95.44 | 0.92 |
| Standard Deviation | 16.57 | 0.19 | 16 | 0.15 | 14.61 | 0.14 |
| Sharpe Ratio | 0.22 | 0.01 | 0.79 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | 1.89 | 0.08 | 9.2 | 0.08 | 4.71 | 0.06 |
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