Nasdaq - Delayed Quote USD

Principal Glb Emerging Markets R5 (PEPSX)

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

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).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 68.09%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 9

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

Risk Statistics

3 Years5 Years10 Years
PEPSXCategory AveragePEPSXCategory AveragePEPSXCategory Average
Alpha -6.4 0.02 -2.19 0.01 -1.12 -0.01
BETA 0.95 0.01 0.97 0.01 1.01 0.01
Mean Annual Return -0.27 0.01 0.42 0.01 0.35 0
R-squared 79.63 0.82 80.18 0.79 77.8 0.8
Standard Deviation 17.44 0.2 19.08 0.17 17.12 0.18
Sharpe Ratio -0.35 0.01 0.15 0.01 0.16 0
Treynor Ratio -7.93 0.1 1.12 0.11 1.29 0.04

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