Singapore markets close in 1 hour 32 minutes

Principal Strategic Asset Management Flexible Income Fund R-2 Class (PFIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.91+0.10 (+0.78%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return3.16%
5-year average return3.34%
Number of years up10
Number of years down3
Best 1-yr total return (3 Feb 2019)20.54%
Worst 1-yr total return (3 Feb 2019)-14.59%
Best 3-yr total return20.54%
Worst 3-yr total return2.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFIVXCategory
YTD0.49%3.28%
1-month0.52%0.61%
3-month1.86%3.02%
1-year8.47%11.74%
3-year5.66%6.56%
5-year4.17%5.38%
10-year0.00%4.87%
Last bull market9.87%8.64%
Last bear market-5.65%-5.09%

Annual total return (%) history

Year
PFIVXCategory
2020
6.25%7.29%
2019
12.43%11.20%
2018
-2.89%-3.14%
2017
7.37%6.25%
2016
5.93%5.55%
2015
-2.16%-2.07%
2014
5.11%3.54%
2013
6.66%4.02%
2012
9.75%8.35%
2011
2.42%2.01%
2010
9.58%9.73%
2009
20.54%19.26%
2008
-14.59%-16.22%
2007
N/A4.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-8.96%7.61%2.99%5.30%
20195.44%2.68%1.55%2.26%
2018-1.29%0.54%1.25%-3.36%
20172.27%1.48%1.85%1.58%
20161.88%2.46%2.12%-0.62%
20151.34%-0.83%-3.06%0.43%
20141.99%2.81%-1.00%1.26%
20133.04%-1.35%2.07%2.81%
20124.84%0.05%3.64%0.95%
20112.40%1.18%-5.09%4.15%
20102.97%-1.85%5.78%2.49%
2009-2.77%10.69%8.80%2.95%
2008-2.01%-0.88%-5.36%-7.08%
20070.85%2.09%0.86%N/A

Rank in category (by total return)

YTD53
1-month34
3-month51
1-year68
3-year61
5-year50

Load adjusted returns

1-year7.63%
3-year5.36%
5-year5.90%
10-year4.73%