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NasdaqGM - Delayed Quote USD

Principal International Equity R5 (PTPPX)

13.16
+0.05
+(0.38%)
At close: 8:02:00 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The managers define equity securities to include common stock, preferred stock, and exchange-traded funds (ETFs) and mutual funds that invest primarily in equity securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.57%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 5

Performance & Risk

YTD Return 4.53%
5y Average Return 8.34%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
PTPPXCategory AveragePTPPXCategory AveragePTPPXCategory Average
Alpha -0.27 -0.01 -0.36 -0.01 0.15 0.01
BETA 1.06 0.01 1.04 0.01 1.03 0.01
Mean Annual Return 0.46 0.01 0.96 0.01 0.52 0.01
R-squared 94.98 0.95 91.78 0.94 88.99 0.93
Standard Deviation 17.54 0.18 16.73 0.15 16.38 0.15
Sharpe Ratio 0.05 0 0.53 0.01 0.26 0
Treynor Ratio -0.55 0.07 7.58 0.09 2.97 0.05

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