Nasdaq - Delayed Quote USD
Principal Global Multi-Strategy Instl (PSMIX)
As of 8:05 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.08% |
| 5y Average Return | 5.05% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 22, 2024) | 8.18% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 8.18% |
| Worst 3Y Total Return | 1.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSMIX
Category
- YTD
- 8.37%
- 5.60%
- 1-Month
- 1.17%
- 0.13%
- 3-Month
- 2.27%
- 2.72%
- 1-Year
- 10.57%
- 12.76%
- 3-Year
- 4.91%
- 4.12%
- 5-Year
- 5.13%
- 3.42%
- 10-Year
- 3.79%
- 2.54%
- Last Bull Market
- 8.45%
- 4.37%
- Last Bear Market
- -4.63%
- -8.39%
Annual Total Return (%) History
Year
PSMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.39% | 0.55% | 2.27% | -- |
| 2023 | 0.69% | 2.76% | 0.96% | 2.03% |
| 2022 | 1.30% | -4.63% | -1.26% | 2.95% |
| 2021 | 1.50% | 2.95% | -0.67% | 1.78% |
| 2020 | -9.47% | 7.44% | 3.37% | 4.54% |
| 2019 | 3.25% | 2.29% | 0.47% | 1.95% |
| 2018 | -1.68% | -0.09% | 1.53% | -4.07% |
| 2017 | 2.29% | 0.81% | 1.78% | 1.56% |
| 2016 | -0.19% | 1.33% | 1.68% | 0.43% |
| 2015 | 2.28% | -0.89% | -1.89% | -0.10% |
| 2014 | 0.37% | 1.84% | -0.27% | 1.70% |
| 2013 | 1.63% | -0.09% | 0.95% | 2.88% |
| 2012 | 3.02% | -0.10% | 1.66% | 1.28% |
Rank in Category (By Total Return)
| YTD | 20 |
| 1-Month | 40 |
| 3-Month | 46 |
| 1-Year | 25 |
| 3-Year | 32 |
| 5-Year | 19 |
Load Adjusted Returns
| 1-Year | 10.57% |
| 3-Year | 4.91% |
| 5-Year | 5.13% |
| 10-Year | 3.79% |
Performance & Risk
| YTD Return | 8.08% |
| 5y Average Return | 5.05% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Multistrategy |
| Fund Family | Principal Funds |
| Net Assets | 418.1M |
| YTD Return | 8.37% |
| Yield | 3.24% |
| Morningstar Rating | |
| Inception Date | Oct 24, 2011 |
Fund Summary
The fund invests in a broad range of instruments including, but not limited to, equities, bonds, currencies, commodities, convertible securities, and bank loans. Under normal market conditions, it invests in securities of issuers located throughout the world, including the U.S., invests at least 30% of its net assets in foreign and emerging market securities, and holds investments tied economically to at least twenty countries.
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