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Principal LargeCap Value Fund III R-2 Class (PPSNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.51+0.41 (+2.27%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return7.51%
5-year average return8.41%
Number of years up14
Number of years down6
Best 1-yr total return (3 Feb 2019)30.52%
Worst 1-yr total return (3 Feb 2019)-41.30%
Best 3-yr total return30.52%
Worst 3-yr total return-12.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPSNXCategory
YTD6.62%4.44%
1-month7.06%-4.04%
3-month9.59%4.09%
1-year24.09%14.37%
3-year9.17%6.04%
5-year8.21%9.20%
10-year0.00%8.57%
Last bull market23.65%22.97%
Last bear market-21.41%-11.27%

Annual total return (%) history

Year
PPSNXCategory
2020
2.48%2.91%
2019
25.52%25.04%
2018
-6.64%-8.53%
2017
16.02%15.94%
2016
12.34%14.81%
2015
-2.59%-4.05%
2014
11.56%10.21%
2013
30.52%31.21%
2012
15.20%14.57%
2011
-3.65%-0.75%
2010
12.01%13.66%
2009
18.33%24.13%
2008
-41.30%-37.09%
2007
-4.40%1.42%
2006
20.98%18.15%
2005
4.40%5.95%
2004
12.60%12.97%
2003
26.46%28.44%
2002
-14.14%-18.69%
2001
4.96%-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.05%15.41%4.80%16.15%
201910.35%4.28%3.02%5.87%
2018-2.53%1.93%6.82%-12.03%
20173.54%2.74%2.48%6.42%
20160.14%3.55%2.49%5.70%
20150.19%0.63%-8.26%5.31%
20142.78%3.86%-0.07%4.57%
201310.81%3.85%3.87%9.19%
201211.34%-3.15%5.54%1.22%
20116.21%-1.02%-18.46%12.41%
20106.36%-13.09%9.85%10.32%
2009-15.42%15.65%15.77%4.50%
2008-10.25%-8.28%-8.94%-21.69%
20070.26%5.05%-1.12%-8.20%
20065.12%0.07%6.66%7.83%
2005-1.05%1.29%3.16%0.98%
20042.99%0.24%0.08%8.98%
2003-5.21%15.40%2.38%12.92%
20023.66%-7.92%-18.62%10.54%
2001-1.40%6.44%-7.30%7.88%

Rank in category (by total return)

YTD56
1-month42
3-month55
1-year56
3-year42
5-year52

Load adjusted returns

1-year21.34%
3-year7.97%
5-year11.55%
10-year9.22%