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Principal International Small CompanyR-6 (PFISX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.54
+0.04
(+0.38%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.37%
5-year average return
3.84%
Number of years up
4
Number of years down
2
Best 1-yr total return (12 May 2024)
26.80%
Worst 1-yr total return (12 May 2024)
N/A
Best 3-yr total return
26.80%
Worst 3-yr total return
-3.63%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PFISX
Category
YTD
0.89%
12.18%
1-month
-3.88%
-0.68%
3-month
2.63%
6.41%
1-year
5.96%
43.30%
3-year
-3.93%
7.71%
5-year
2.35%
11.00%
10-year
0.00%
7.08%
Last bull market
21.15%
15.99%
Last bear market
-16.62%
-22.93%
Annual total return (%) history
Year
PFISX
Category
2024
N/A
N/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/A
31.58%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.97%
N/A
N/A
N/A
2023
6.73%
0.83%
-4.31%
9.97%
2022
-9.87%
-16.62%
-8.61%
13.73%
2021
4.79%
4.33%
-0.84%
-0.03%
2020
-30.32%
21.38%
9.95%
13.70%
2019
12.31%
3.65%
-0.09%
9.03%
2018
0.08%
-2.12%
-0.56%
-17.99%
2017
8.77%
9.45%
5.57%
N/A
Rank in category (by total return)
YTD
33
1-month
92
3-month
44
1-year
56
3-year
78
5-year
89
Load adjusted returns
1-year
5.96%
3-year
-3.93%
5-year
2.35%
10-year
N/A
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