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Principal SmallCap Value II Instl (PPVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.95-0.10 (-0.83%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.81%
5-year average return9.99%
Number of years up13
Number of years down6
Best 1-yr total return (24 Jun 2024)39.20%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return39.20%
Worst 3-yr total return3.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPVIXCategory
YTD1.56%26.79%
1-month4.48%-1.77%
3-month2.66%4.45%
1-year23.30%71.02%
3-year4.73%9.35%
5-year11.50%12.17%
10-year8.03%9.95%
Last bull market25.79%28.07%
Last bear market-12.08%-24.24%

Annual total return (%) history

Year
PPVIXCategory
2024
N/AN/A
2023
20.01%N/A
2022
-9.24%N/A
2021
32.34%N/A
2020
3.62%4.02%
2019
23.19%21.43%
2018
-14.39%-15.46%
2017
6.92%8.54%
2016
25.28%25.99%
2015
-4.01%-6.71%
2014
6.07%3.34%
2013
39.20%36.22%
2012
17.70%16.00%
2011
-5.77%-4.45%
2010
27.46%26.17%
2009
32.34%31.32%
2008
-37.04%-32.24%
2007
-8.97%-6.08%
2006
20.56%16.27%
2005
7.70%6.40%
2004
N/A21.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
20233.44%5.08%-3.34%14.22%
2022-1.78%-12.08%-5.03%10.66%
202119.12%5.27%-1.83%7.51%
2020-35.49%19.46%2.36%31.34%
201913.11%2.06%0.38%6.30%
2018-2.20%5.97%1.79%-18.85%
2017-0.46%-0.69%5.02%2.99%
20161.08%2.77%7.56%12.13%
20154.25%0.52%-10.26%2.06%
20141.68%3.30%-6.61%8.13%
201312.54%3.38%8.65%10.12%
201211.92%-4.34%6.19%3.53%
20118.07%-2.87%-22.29%15.51%
201010.78%-11.15%11.08%16.58%
2009-16.29%23.19%23.87%3.61%
2008-7.72%-6.04%-0.45%-27.06%
20072.59%3.04%-6.83%-7.56%
200613.94%-4.01%0.61%9.56%
2005-2.56%2.46%5.82%1.94%
2004-3.13%14.92%N/AN/A

Rank in category (by total return)

YTD67
1-month53
3-month60
1-year56
3-year28
5-year35

Load adjusted returns

1-year23.30%
3-year4.73%
5-year11.50%
10-year8.03%