Nasdaq - Delayed Quote USD
Principal Short-Term Income Fund (STCCX)
12.04
0.00
(0.00%)
As of 8:07:14 AM EDT. Market Open.
Fund Summary
The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 4.70% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.23% |
| 5y Average Return | 0.99% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| STCCX | Category Average | STCCX | Category Average | STCCX | Category Average | |
| Alpha | -0.93 | 0.01 | -0.53 | 0.01 | -0.76 | 0 |
| BETA | 0.28 | 0 | 0.3 | 0 | 0.31 | 0 |
| Mean Annual Return | 0.21 | 0 | 0.11 | 0 | 0.09 | 0 |
| R-squared | 91.34 | 0.32 | 79.85 | 0.35 | 72.42 | 0.35 |
| Standard Deviation | 2.38 | 0.03 | 2.27 | 0.02 | 1.88 | 0.02 |
| Sharpe Ratio | -0.88 | 0.01 | -0.66 | 0.01 | -0.49 | 0.01 |
| Treynor Ratio | -7.31 | 0.06 | -4.85 | 0.04 | -2.96 | 0.06 |
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