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Principal Large Cap Value III Inst (PLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.12-0.13 (-0.68%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.22%
5-year average return9.73%
Number of years up16
Number of years down7
Best 1-yr total return (13 Jun 2024)31.56%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return31.56%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLVIXCategory
YTD7.67%4.44%
1-month2.92%-4.04%
3-month3.64%4.09%
1-year21.86%14.37%
3-year6.00%6.04%
5-year11.02%9.20%
10-year9.09%8.57%
Last bull market21.57%22.97%
Last bear market-10.95%-11.27%

Annual total return (%) history

Year
PLVIXCategory
2024
N/AN/A
2023
9.97%11.63%
2022
-5.02%-5.90%
2021
24.35%26.22%
2020
3.20%2.91%
2019
26.47%25.04%
2018
-5.90%-8.53%
2017
16.86%15.94%
2016
13.17%14.81%
2015
-1.86%-4.05%
2014
12.40%10.21%
2013
31.56%31.21%
2012
15.91%14.57%
2011
-2.92%-0.75%
2010
13.01%13.66%
2009
19.07%24.13%
2008
-40.81%-37.09%
2007
-3.76%1.42%
2006
21.91%18.15%
2005
5.34%5.95%
2004
13.32%12.97%
2003
27.48%28.44%
2002
-13.58%-18.69%
2001
5.53%-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.72%N/AN/AN/A
2023-1.30%4.73%-2.40%9.00%
2022-0.46%-10.95%-4.83%12.59%
202110.64%4.97%-1.10%8.26%
2020-26.91%15.51%5.08%16.32%
201910.53%4.48%3.26%6.06%
2018-2.30%2.12%6.99%-11.83%
20173.75%2.86%2.72%6.60%
20160.35%3.77%2.62%5.91%
20150.38%0.82%-8.09%5.50%
20142.92%4.12%0.06%4.82%
201311.00%4.18%4.01%9.38%
201211.52%-3.04%5.80%1.32%
20116.37%-0.92%-18.23%12.66%
20106.66%-13.00%10.12%10.59%
2009-15.22%15.84%15.89%4.62%
2008-10.07%-8.09%-8.72%-21.54%
20070.46%5.25%-1.05%-8.00%
20065.30%0.21%6.93%8.04%
2005-0.75%1.51%3.34%1.18%
20043.07%0.48%0.32%9.07%
2003-5.01%15.59%2.56%13.20%
20023.93%-7.90%-18.45%10.72%
2001-1.40%6.72%-7.18%8.05%

Rank in category (by total return)

YTD52
1-month57
3-month56
1-year56
3-year56
5-year59

Load adjusted returns

1-year21.86%
3-year6.00%
5-year11.02%
10-year9.09%