Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMSCX (Principal Funds Inc Global M) | NA | 5.32% | 2.42% | 3.20% | NA | NA | NA | … | … |
Data as of 02/23/2021, Common starting date is 06/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMSCX (Principal Funds Inc Global M) | 06/15/2012 | 02/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 5.32 | 2.42 | 3.20 | NA | NA | NA | … | … | 1.38 | 3.72 | 6.53 | -5.31 | 5.39 | 2.03 | -1.75 | 2.68 | 4.11 | 2.88 |
| Sharpe Ratio | NA | 0.56 | 0.29 | 0.57 | NA | NA | NA | … | … | 2.67 | 0.45 | 2.09 | -1.96 | 2.14 | 0.67 | -0.49 | 0.76 | 1.41 | 2.96 |
| Standard Deviation(%) | NA | 7.86 | 5.10 | 4.27 | NA | NA | NA | … | … | 3.88 | 7.80 | 2.45 | 3.39 | 2.24 | 2.71 | 3.66 | 3.50 | 2.88 | 1.82 |
| Draw Down(%) | NA | 13.81 | 13.98 | 13.98 | NA | NA | NA | … | … | 1.10 | 13.98 | 1.35 | 7.65 | 0.99 | 2.60 | 4.77 | 2.93 | 2.81 | 0.77 |
| Yield(%) | 0.00 | 0.35 | 1.75 | 1.59 | 1.42 | 0.94 | 0.71 | … | … | 0.00 | 0.35 | 0.00 | 4.86 | 2.27 | 0.00 | 2.14 | 1.64 | 0.81 | 1.40 |
Data as of 02/23/2021, Common starting date is 06/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSCX (Principal Funds Inc Global M) |
-1.91%
Mar 2017 – Mar 2020 |
-1.10%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSCX (Principal Funds Inc Global M) |
3.26%
Jul 2012 – Jul 2015 |
2.64%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart