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Principal LargeCap Growth Fund I R-2 Class (PPUNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.31+0.39 (+2.45%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return10.55%
5-year average return12.66%
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)50.94%
Worst 1-yr total return (3 Feb 2019)-41.05%
Best 3-yr total return50.94%
Worst 3-yr total return-12.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPUNXCategory
YTD2.84%12.38%
1-month2.07%5.09%
3-month5.74%10.28%
1-year44.68%41.70%
3-year21.91%22.56%
5-year17.33%21.98%
10-year0.00%15.99%
Last bull market29.42%25.99%
Last bear market-17.66%-17.29%

Annual total return (%) history

Year
PPUNXCategory
2020
35.19%35.86%
2019
33.96%31.90%
2018
2.94%-2.09%
2017
32.76%27.67%
2016
0.26%3.23%
2015
7.38%3.60%
2014
7.91%10.00%
2013
35.65%33.92%
2012
15.68%15.34%
2011
-1.07%-2.46%
2010
19.01%15.53%
2009
50.94%35.68%
2008
-41.05%-40.67%
2007
7.61%13.35%
2006
5.32%7.05%
2005
6.91%6.71%
2004
8.39%7.81%
2003
23.22%28.66%
2002
-28.41%-27.64%
2001
-15.07%-22.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-13.83%27.65%11.43%10.29%
201917.02%4.22%0.47%9.33%
20185.07%6.31%7.30%-14.12%
20179.65%6.32%5.86%7.57%
2016-3.54%-0.20%5.47%-1.25%
20154.41%0.60%-5.31%7.96%
20140.09%2.78%0.25%4.63%
20138.94%2.53%9.98%10.42%
201217.93%-6.93%6.44%-0.99%
20115.90%-0.11%-15.32%10.43%
20104.96%-11.02%14.01%11.77%
20090.83%19.59%15.86%8.04%
2008-11.52%2.22%-15.58%-22.79%
20070.00%7.17%4.58%-3.99%
20061.39%-5.12%3.03%6.26%
2005-6.78%6.57%2.62%4.86%
20040.56%1.54%-4.55%11.20%
2003-1.91%12.19%2.05%9.72%
2002-3.60%-15.19%-17.00%5.48%
2001-18.23%9.02%-15.48%12.73%

Rank in category (by total return)

YTD61
1-month51
3-month65
1-year50
3-year36
5-year26

Load adjusted returns

1-year41.22%
3-year20.35%
5-year22.34%
10-year15.45%