Nasdaq - Delayed Quote USD

Principal Glb Emerging Markets R5 (PEPSX)

25.53 +0.30 (+1.19%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.46%
5y Average Return 2.88%
Number of Years Up 14
Number of Years Down 9
Best 1Y Total Return (Apr 26, 2024) 68.09%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 68.09%
Worst 3Y Total Return -7.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PEPSX
Category
YTD
4.21%
8.73%
1-Month
2.91%
1.20%
3-Month
4.21%
5.47%
1-Year
11.78%
41.79%
3-Year
-4.54%
11.48%
5-Year
3.25%
12.18%
10-Year
2.78%
4.39%
Last Bull Market
22.41%
17.73%
Last Bear Market
-10.05%
-25.55%

Annual Total Return (%) History

Year
PEPSX
Category
2024
--
--
2023
12.65%
--
2022
-22.76%
--
2021
0.67%
--
2020
19.49%
17.90%
2019
17.37%
19.25%
2018
-21.05%
-16.07%
2017
40.89%
34.17%

2016
8.59%
8.47%
2015
-13.88%
-13.79%
2014
-3.99%
-3.01%
2013
-4.83%
-0.14%
2012
20.53%
18.15%
2011
-17.85%
-19.86%
2010
18.41%
19.26%
2009
68.09%
73.81%
2008
-54.57%
-54.44%
2007
41.47%
36.68%
2006
36.94%
32.06%
2005
35.52%
31.54%
2004
25.54%
23.54%
2003
56.57%
55.19%
2002
-7.08%
-6.05%
2001
-3.68%
-3.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.21% -- -- --
2023 5.02% 2.89% -3.02% 7.49%
2022 -11.67% -10.05% -11.13% 9.38%
2021 4.95% 5.36% -8.65% -0.33%
2020 -24.35% 19.61% 11.46% 18.49%
2019 9.09% 0.60% -3.92% 11.31%
2018 2.72% -9.85% -4.03% -11.16%
2017 12.48% 6.55% 11.00% 5.92%
2016 3.42% 1.02% 9.35% -4.95%
2015 3.06% 0.25% -15.60% -1.23%

2014 -2.77% 6.80% -3.46% -4.23%
2013 -0.81% -11.01% 4.28% 3.38%
2012 14.14% -7.04% 6.01% 7.15%
2011 1.83% -0.95% -22.59% 5.22%
2010 1.58% -9.53% 18.91% 8.35%
2009 -1.40% 28.99% 22.47% 7.91%
2008 -12.22% 1.05% -29.12% -27.73%
2007 4.06% 15.77% 13.75% 3.24%
2006 15.29% -3.88% 5.02% 17.66%
2005 1.71% 3.77% 19.52% 7.44%
2004 8.19% -10.99% 8.65% 19.98%
2003 -6.52% 21.87% 15.81% 18.67%
2002 11.91% -7.80% -16.12% 7.35%
2001 -7.75% 8.09% -23.82% 26.81%

Rank in Category (By Total Return)

YTD 25
1-Month 22
3-Month 25
1-Year 38
3-Year 53
5-Year 43

Load Adjusted Returns

1-Year 11.78%
3-Year -4.54%
5-Year 3.25%
10-Year 2.78%

Performance & Risk

YTD Return 4.46%
5y Average Return 2.88%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Principal Funds
Net Assets 243.31M
YTD Return 4.21%
Yield 1.73%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The fund's managers consider “emerging market” to mean any market that is considered to be an emerging market by the international financial community (including the MSCI Emerging Markets Index or Bloomberg Emerging Markets USD Aggregate Bond Index). It invests in equity securities regardless of market capitalization (small, medium or large) and style (growth or value).

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