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Principal Finisterre EmMkts TR Bd Instl (PFUMX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.99% |
| 5y Average Return | 2.91% |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 22, 2024) | 14.75% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 14.75% |
| Worst 3Y Total Return | -1.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PFUMX
Category
- YTD
- 8.42%
- -0.13%
- 1-Month
- 2.36%
- 0.40%
- 3-Month
- 6.56%
- 3.23%
- 1-Year
- 16.46%
- 9.26%
- 3-Year
- 2.59%
- 5.92%
- 5-Year
- 3.40%
- 4.76%
- 10-Year
- 0.00%
- 4.29%
- Last Bull Market
- 11.86%
- 11.92%
- Last Bear Market
- -11.00%
- -4.79%
Annual Total Return (%) History
Year
PFUMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.59% | -0.83% | 6.56% | -- |
| 2023 | 2.84% | 3.66% | -2.89% | 7.42% |
| 2022 | -2.48% | -11.00% | -3.92% | 8.77% |
| 2021 | -2.15% | 1.97% | -1.55% | -1.25% |
| 2020 | -9.39% | 9.76% | 0.98% | 7.37% |
| 2019 | 4.99% | 3.66% | 2.03% | 3.34% |
| 2018 | 0.32% | -1.90% | 1.47% | -1.47% |
| 2017 | 4.90% | 1.22% | 3.80% | 0.92% |
| 2016 | -0.64% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 15 |
| 3-Month | 22 |
| 1-Year | 70 |
| 3-Year | 9 |
| 5-Year | 12 |
Load Adjusted Returns
| 1-Year | 16.46% |
| 3-Year | 2.59% |
| 5-Year | 3.40% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 6.99% |
| 5y Average Return | 2.91% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Emerging Markets Bond |
| Fund Family | Principal Funds |
| Net Assets | 569.52M |
| YTD Return | 8.42% |
| Yield | 7.42% |
| Morningstar Rating | |
| Inception Date | Jul 11, 2016 |
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds and other fixed-income securities that are tied economically to an emerging market, and in derivatives on such investments. It uses derivatives to enhance return and to hedge and manage investment risks.
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