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Principal Overseas Fund (PINUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.72-0.01 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.23%
5-year average return7.95%
Number of years up7
Number of years down4
Best 1-yr total return (26 Jun 2024)25.03%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return25.03%
Worst 3-yr total return-3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPINUXCategory
YTD5.09%11.56%
1-month5.39%-2.20%
3-month7.43%4.11%
1-year16.13%35.63%
3-year5.59%5.74%
5-year10.01%8.25%
10-year4.14%4.29%
Last bull market14.55%13.65%
Last bear market-8.82%-23.43%

Annual total return (%) history

Year
PINUXCategory
2024
N/AN/A
2023
22.14%N/A
2022
-5.21%N/A
2021
10.83%N/A
2020
3.69%0.88%
2019
20.37%17.80%
2018
-18.16%-15.44%
2017
25.03%22.08%
2016
1.26%3.34%
2015
-5.16%-3.10%
2014
-5.70%-6.32%
2013
21.21%20.81%
2012
N/A16.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.32%N/AN/AN/A
202311.29%4.10%-3.37%9.11%
2022-0.57%-8.82%-13.25%20.53%
20217.96%2.91%-1.77%1.55%
2020-31.49%19.33%3.19%22.92%
20199.99%1.18%-1.90%10.26%
2018-2.28%-2.42%0.46%-14.57%
20178.00%5.14%6.20%3.68%
2016-3.19%-2.31%5.96%1.04%
20152.92%1.04%-11.04%2.52%
20141.02%3.12%-4.67%-5.05%
20131.16%0.77%10.94%7.18%
2012-7.09%7.08%6.80%N/A

Rank in category (by total return)

YTD80
1-month24
3-month38
1-year80
3-year25
5-year15

Load adjusted returns

1-year16.13%
3-year5.59%
5-year10.01%
10-year4.14%