LargeCap Value Fund III
Principal Funds, Inc

Average annual returns

No trailing-return data available for this share class.

Risk statistics

63 months through Oct. 31, 2024
Volatility (ann.)
15.66%
Sharpe
0.40
Sortino
0.63
Max drawdown
-27.09%
Best month
13.28%
Worst month
-17.16%
Beta vs VTSAX
0.81
Correlation
0.91

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.