Principal Global Investors Funds - Finisterre Unconstrained Emerging Market Fxd Inc Fd I2 Acc USD

- -Buona relazione rischio/rendimento
ISIN: IE00BYP54N83
Categoria Morningstar: Global Emerging Markets Bond
Società: Principal Asset Management
ISIN: IE00BYP54N83
Categoria Morningstar: Global Emerging Markets Bond
Società: Principal Asset Management
The investment objective of the Fund is to seek to generate total returns through income and capital appreciation, while limiting volatility and potential capital losses. The Fund seeks to achieve its objective by actively investing in a diversified range of fixed-income and financial derivative instruments ("FDI"), a majority (not less than 51%) issued by or referencing emerging markets. These include corporate, sovereign and quasi-sovereign entities.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 13,88 | 3 anni: 7,07 | 5 anni: 3,46 | Inizio: 4,89 | 2025: 1,46 | 2024: 14,81 | 2023: 7,56 | 2022: -3,33 | 2021: 5,03 |
Rendimento annuo: Categoria | 1 anno: 11,77 | 3 anni: 4,45 | 5 anni: 1,15 | Inizio: - | 2025: 1,10 | 2024: 11,79 | 2023: 6,70 | 2022: -10,72 | 2021: 3,54 |
Rendimento annuo: Percentile | 1 anno: 22,00 | 3 anni: 9,00 | 5 anni: 7,00 | Inizio:- | 2025: 17,00 | 2024: 22,00 | 2023: 36,00 | 2022: 10,00 | 2021: 33,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 7,09 | 3 Sharpe Ratio: -0,06 | 5 Correlazione: 91,17 | Beta: 0,81 | Alfa: 3,32 | Tracking error: 4,48 | Info Ratio: 0,96 |