Nasdaq - Delayed Quote USD
Principal Core Plus Bond R3 (PBMMX)
8.83
+0.01
+(0.11%)
At close: 8:01:57 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. Bonds include securities issued or guaranteed by the U.S. government or its agencies or instrumentalities; asset-backed securities and mortgage-backed securities (securitized products, including collateralized mortgage obligations); and corporate bonds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 1.05% |
| 5y Average Return | -1.23% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PBMMX | Category Average | PBMMX | Category Average | PBMMX | Category Average | |
| Alpha | -0.92 | 0 | 0.09 | 0.01 | -0.37 | 0.01 |
| BETA | 1.06 | 0.01 | 1.06 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.09 | 0 | -0.05 | 0 | 0.11 | 0 |
| R-squared | 99.05 | 0.62 | 97.79 | 0.65 | 94.11 | 0.64 |
| Standard Deviation | 7.8 | 0.05 | 6.77 | 0.04 | 5.39 | 0.04 |
| Sharpe Ratio | -0.45 | 0.01 | -0.51 | 0.01 | -0.13 | 0.01 |
| Treynor Ratio | -3.66 | 0.05 | -3.46 | 0.03 | -0.84 | 0.04 |
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