Singapore markets open in 1 hour 35 minutes

Principal Overseas Fund R-2 Class (PINSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.88+0.18 (+1.68%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.76%
5-year average return0.74%
Number of years up5
Number of years down3
Best 1-yr total return (3 Feb 2019)24.57%
Worst 1-yr total return (3 Feb 2019)-18.50%
Best 3-yr total return24.57%
Worst 3-yr total return-3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPINSXCategory
YTD6.88%11.56%
1-month7.72%-2.20%
3-month9.92%4.11%
1-year27.33%35.63%
3-year3.58%5.74%
5-year3.42%8.25%
10-year0.00%4.29%
Last bull market14.92%13.65%
Last bear market-24.96%-23.43%

Annual total return (%) history

Year
PINSXCategory
2020
3.36%0.88%
2019
19.95%17.80%
2018
-18.50%-15.44%
2017
24.57%22.08%
2016
0.90%3.34%
2015
-5.49%-3.10%
2014
-6.12%-6.32%
2013
20.85%20.81%
2012
N/A16.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-31.49%19.18%3.07%22.83%
20199.87%1.18%-2.01%10.12%
2018-2.37%-2.52%0.37%-14.68%
20178.00%5.03%6.02%3.59%
2016-3.29%-2.42%5.97%0.90%
20152.92%0.85%-11.06%2.38%
20140.94%2.96%-4.76%-5.15%
20131.17%0.67%10.77%7.13%
2012-7.19%6.98%6.64%N/A

Rank in category (by total return)

YTD21
1-month7
3-month25
1-year14
3-year27
5-year43

Load adjusted returns

1-year25.22%
3-year2.69%
5-year7.95%
10-year3.44%