Principal FundsShort-Term Inflation-Protected BondRIZE · Cboe BZX

Principal Inflation Protection ETF (RIZE)

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Price: $24.55; —30 Oct 2026
Assets: $11M; Total net assets
Expense ratio: 0.19%; Category 0.47%
Yield: —; Trailing distributions

1Y return: —; Category 2.6%
3Y CAGR: —; Category 5.0%
5Y CAGR: —; Category 2.6%

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Principal Inflation Protection ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	+1.1%	+0.1%	—	—	—	—	—	—	-0.1%
Short-Term Inflation-Protected Bond average	1.3%	0.7%	0.6%	2.5%	2.6%	5.0%	2.6%	3.0%	2.8%
Difference	-0.2%	-0.6%	—	—	—	—	—	—	-2.9%

Holdings

Allocation as last published by the fund.

Credit quality

Share of the bonds by rating.

US government95.5%
AAA100.0%

Asset mix

Bonds95.5%
Cash4.5%

ETF details

Issuer: Principal Funds
Category: Fixed Income · Short-Term Inflation-Protected Bond
Ticker: RIZE
Exchange: Cboe BZX
Inception: 21 May 2026 (0.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.19% (category 0.47%)
Holdings turnover: 0% (category 45%)
Distribution yield: —
Beta, 3 years: 0.00
Total net assets: $11M
Average duration: 1.15 years
Average maturity: 9.65 years

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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