Nasdaq - Delayed Quote USD
Principal Global Real Estate Sec R4 (PGRVX)
At close: November 15 at 8:00 PM EST
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry at the time of purchase. For the fund's investment policies, a real estate company has at least 50% of its assets, income or profits derived from products or services related to the real estate industry.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 5.29% |
| 5y Average Return | 0.15% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PGRVX | Category Average | PGRVX | Category Average | PGRVX | Category Average | |
| Alpha | -9.14 | -0.04 | -10.56 | -0.06 | -4.25 | -0.02 |
| BETA | 1.09 | 0.01 | 1.06 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | -0.18 | 0.01 | 0.17 | 0.01 | 0.41 | 0.01 |
| R-squared | 79.73 | 0.74 | 82.28 | 0.68 | 68.54 | 0.66 |
| Standard Deviation | 19.94 | 0.19 | 20.38 | 0.16 | 16.38 | 0.15 |
| Sharpe Ratio | -0.31 | 0 | -0.02 | 0 | 0.19 | 0 |
| Treynor Ratio | -7.4 | 0.08 | -2.4 | 0.06 | 1.95 | 0.07 |
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