NasdaqGM - Delayed Quote USD
Principal Global Real Estate Sec A (POSAX)
8.69
+0.06
+(0.70%)
At close: May 9 at 8:01:59 PM EDT
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. 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 | 29.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 3.11% |
| 5y Average Return | 4.39% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| POSAX | Category Average | POSAX | Category Average | POSAX | Category Average | |
| Alpha | -12.22 | -0.04 | -8.04 | -0.06 | -4.8 | -0.02 |
| BETA | 1.1 | 0.01 | 1.04 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | -0.05 | 0.01 | 0.49 | 0.01 | 0.35 | 0.01 |
| R-squared | 77.14 | 0.74 | 78.99 | 0.68 | 70.76 | 0.66 |
| Standard Deviation | 19.42 | 0.19 | 17.78 | 0.16 | 16.53 | 0.15 |
| Sharpe Ratio | -0.27 | 0 | 0.17 | 0 | 0.13 | 0 |
| Treynor Ratio | -6.42 | 0.08 | 1.47 | 0.06 | 0.85 | 0.07 |
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