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Principal International Small CompanyR-6 (PFISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.12-0.03 (-0.30%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.89%
5-year average return2.35%
Number of years up4
Number of years down2
Best 1-yr total return (29 Apr 2024)26.80%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return26.80%
Worst 3-yr total return-3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFISXCategory
YTD4.97%12.18%
1-month4.66%-0.68%
3-month4.97%6.41%
1-year11.38%43.30%
3-year-1.34%7.71%
5-year3.73%11.00%
10-year0.00%7.08%
Last bull market34.30%15.99%
Last bear market-16.62%-22.93%

Annual total return (%) history

Year
PFISXCategory
2024
N/AN/A
2023
13.25%N/A
2022
-21.89%N/A
2021
8.36%N/A
2020
5.73%10.92%
2019
26.80%22.52%
2018
-20.12%-19.13%
2017
N/A31.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.97%N/AN/AN/A
20236.73%0.83%-4.31%9.97%
2022-9.87%-16.62%-8.61%13.73%
20214.79%4.33%-0.84%-0.03%
2020-30.32%21.38%9.95%13.70%
201912.31%3.65%-0.09%9.03%
20180.08%-2.12%-0.56%-17.99%
20178.77%9.45%5.57%N/A

Rank in category (by total return)

YTD23
1-month12
3-month23
1-year41
3-year75
5-year86

Load adjusted returns

1-year11.38%
3-year-1.34%
5-year3.73%
10-yearN/A