Nasdaq - Delayed Quote USD

Principal International Equity Index Fund R-2 Class (PINEX)

11.47
+0.20
+(1.77%)
At close: March 1 at 8:00:42 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 6.44%
5y Average Return 2.00%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 23.92%
Worst 1Y Total Return (Feb 4, 2019) -14.20%
Best 3Y Total Return 23.92%
Worst 3Y Total Return -2.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PINEX
Category
YTD
2.69%
9.07%
1-Month
2.78%
-1.09%
3-Month
5.90%
5.12%
1-Year
22.23%
33.76%
3-Year
4.83%
8.50%
5-Year
4.43%
10.08%
10-Year
0.00%
5.80%
Last Bull Market
12.36%
14.90%
Last Bear Market
-23.57%
-23.70%

Annual Total Return (%) History

Year
PINEX
Category
2020
7.02%
9.30%
2019
20.49%
21.59%
2018
-14.20%
-14.59%
2017
23.92%
25.12%
2016
0.10%
0.79%
2015
-1.70%
-1.59%
2014
-6.71%
-4.98%
2013
20.52%
19.44%

2012
17.21%
18.29%
2011
-13.20%
-13.97%
2010
5.46%
10.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -23.30% 15.74% 4.36% 15.52%
2019 9.78% 3.34% -1.27% 7.58%
2018 -0.93% -2.15% 1.24% -12.58%
2017 7.48% 6.23% 4.89% 3.48%
2016 -2.96% -0.90% 5.92% -1.73%
2015 5.13% 0.70% -10.18% 3.38%
2014 0.29% 3.81% -6.34% -4.33%
2013 4.20% -1.31% 11.12% 5.46%
2012 10.61% -6.87% 6.07% 7.26%
2011 3.27% 1.68% -20.35% 3.78%

2010 0.10% -15.28% 17.10% 6.20%

Rank in Category (By Total Return)

YTD 64
1-Month 46
3-Month 64
1-Year 72
3-Year 71
5-Year 74

Load Adjusted Returns

1-Year 20.10%
3-Year 3.83%
5-Year 8.73%
10-Year 3.94%

Performance & Risk

YTD Return 6.44%
5y Average Return 2.00%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Principal Funds
Net Assets 1.16B
YTD Return 2.69%
Yield 1.29%
Morningstar Rating
Inception Date Dec 30, 2009

Fund Summary

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities that compose the MSCI EAFE NTR Index at the time of purchase. The index is a market-weighted equity index designed to measure the equity performance of developed markets, excluding the United States and Canada. The advisor employs a passive investment approach designed to attempt to track the performance of the index.

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