Nasdaq - Delayed Quote USD
Principal California Municipal A (SRCMX)
9.56
+0.02
+(0.21%)
As of 8:09:25 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in California municipal obligations (securities issued by or on behalf of state or local governments and other public authorities). Generally, these municipal obligations pay interest that is exempt from state personal income tax and federal income tax.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -2.02% |
| 5y Average Return | 0.76% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SRCMX | Category Average | SRCMX | Category Average | SRCMX | Category Average | |
| Alpha | -0.8 | -0.01 | -0.04 | -0.01 | -0.09 | -0.01 |
| BETA | 0.85 | 0.01 | 0.92 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.12 | 0 | 0.11 | 0 | 0.18 | 0 |
| R-squared | 96.47 | 0.93 | 94.62 | 0.94 | 91.94 | 0.94 |
| Standard Deviation | 6.4 | 0.04 | 6.02 | 0.04 | 5.46 | 0.04 |
| Sharpe Ratio | -0.5 | 0.01 | -0.24 | 0 | 0.04 | 0.01 |
| Treynor Ratio | -4.01 | 0.03 | -1.76 | 0.01 | 0.05 | 0.03 |
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