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Principal LargeCap Growth I R3 (PPUMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.87+0.07 (+0.44%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.60%
5-year average return14.05%
Number of years up18
Number of years down5
Best 1-yr total return (19 May 2024)51.51%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return51.51%
Worst 3-yr total return2.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPUMXCategory
YTD5.27%12.38%
1-month-4.89%5.09%
3-month2.39%10.28%
1-year28.88%41.70%
3-year2.61%22.56%
5-year11.93%21.98%
10-year13.26%15.99%
Last bull market29.00%25.99%
Last bear market-21.63%-17.29%

Annual total return (%) history

Year
PPUMXCategory
2024
N/AN/A
2023
39.79%N/A
2022
-34.35%N/A
2021
21.17%N/A
2020
35.35%35.86%
2019
34.25%31.90%
2018
3.10%-2.09%
2017
33.05%27.67%
2016
0.43%3.23%
2015
7.57%3.60%
2014
8.12%10.00%
2013
35.80%33.92%
2012
15.97%15.34%
2011
-0.92%-2.46%
2010
19.12%15.53%
2009
51.51%35.68%
2008
-40.97%-40.67%
2007
7.76%13.35%
2006
5.43%7.05%
2005
7.14%6.71%
2004
8.64%7.81%
2003
23.26%28.66%
2002
-27.10%-27.64%
2001
-14.86%-22.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.69%N/AN/AN/A
202312.72%12.66%-3.67%14.28%
2022-13.97%-21.63%-5.71%3.26%
20210.90%13.12%-0.10%6.27%
2020-13.76%27.61%11.49%10.33%
201917.11%4.21%0.50%9.46%
20185.14%6.26%7.43%-14.10%
20179.74%6.31%5.94%7.65%
2016-3.50%-0.09%5.40%-1.17%
20154.51%0.57%-5.26%8.03%
20140.08%2.90%0.32%4.65%
20138.98%2.52%10.02%10.48%
201218.03%-6.94%6.50%-0.86%
20116.02%-0.11%-15.26%10.40%
20104.91%-11.01%14.08%11.85%
20091.01%19.52%16.00%8.19%
2008-11.40%2.14%-15.49%-22.83%
20070.12%7.20%4.56%-3.98%
20061.36%-5.11%3.08%6.35%
2005-6.75%6.56%2.69%5.00%
20040.55%1.64%-4.45%11.25%
2003-2.04%12.31%2.16%9.67%
2002-3.47%-15.26%-16.94%7.29%
2001-18.23%9.15%-15.35%12.69%

Rank in category (by total return)

YTD68
1-month60
3-month78
1-year59
3-year74
5-year68

Load adjusted returns

1-year28.88%
3-year2.61%
5-year11.93%
10-year13.26%