Nasdaq - Delayed Quote USD
Principal Finisterre EmMkts TR Bd Instl (PFUMX)
At close: 8:00 PM EST
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds and other fixed-income securities that are tied economically to an emerging market, and in derivatives on such investments. It uses derivatives to enhance return and to hedge and manage investment risks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 6.83% |
| 5y Average Return | 2.85% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PFUMX | Category Average | PFUMX | Category Average | PFUMX | Category Average | |
| Alpha | 4.13 | 0.02 | 3.05 | 0.02 | -- | 0.01 |
| BETA | 0.91 | 0.01 | 0.9 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 0.27 | 0 | -- | 0 |
| R-squared | 50.66 | 0.08 | 36.59 | 0.12 | -- | 0.12 |
| Standard Deviation | 9.85 | 0.12 | 9.51 | 0.1 | -- | 0.09 |
| Sharpe Ratio | -0.12 | 0 | 0.08 | 0 | -- | 0 |
| Treynor Ratio | -1.88 | 0.06 | 0.36 | 0.04 | -- | 0.04 |
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