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Principal Origin Emerging Markets Instl (POEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.97+0.12 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.27%
5-year average return2.46%
Number of years up5
Number of years down3
Best 1-yr total return (2 Jul 2024)51.03%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return51.03%
Worst 3-yr total return-8.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOEIXCategory
YTD12.81%8.73%
1-month2.36%1.20%
3-month7.33%5.47%
1-year14.30%41.79%
3-year-7.00%11.48%
5-year2.43%12.18%
10-year0.00%4.39%
Last bull market16.86%17.73%
Last bear market-15.03%-25.55%

Annual total return (%) history

Year
POEIXCategory
2024
N/AN/A
2023
10.19%N/A
2022
-29.70%N/A
2021
-0.15%N/A
2020
18.44%17.90%
2019
26.24%19.25%
2018
-23.24%-16.07%
2017
51.03%34.17%
2016
2.00%8.47%
2015
N/A-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.10%7.33%N/AN/A
20236.73%1.89%-5.16%6.83%
2022-10.74%-15.03%-13.14%6.72%
20215.61%2.73%-10.41%2.73%
2020-19.10%18.56%9.05%13.23%
201913.58%1.90%-2.23%11.58%
20184.07%-10.78%-3.77%-14.09%
201715.09%8.56%13.44%6.56%
20160.49%3.18%9.02%-9.76%
20154.35%-16.78%-2.10%N/A

Rank in category (by total return)

YTD6
1-month62
3-month5
1-year35
3-year74
5-year70

Load adjusted returns

1-year14.30%
3-year-7.00%
5-year2.43%
10-yearN/A