Singapore markets open in 6 hours 56 minutes

Principal SmallCap J (PSBJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.36+0.05 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.26%
5-year average return7.48%
Number of years up16
Number of years down6
Best 1-yr total return (2 Jul 2024)47.71%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return47.71%
Worst 3-yr total return3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSBJXCategory
YTD1.69%20.19%
1-month-1.80%0.02%
3-month-5.52%4.36%
1-year6.11%60.18%
3-year-2.09%11.32%
5-year7.78%13.88%
10-year7.25%11.19%
Last bull market29.67%27.98%
Last bear market-17.10%-24.08%

Annual total return (%) history

Year
PSBJXCategory
2024
N/AN/A
2023
15.57%N/A
2022
-20.30%N/A
2021
19.81%N/A
2020
21.78%10.99%
2019
27.27%23.75%
2018
-10.86%-12.72%
2017
12.65%12.28%
2016
17.05%20.78%
2015
-0.35%-5.38%
2014
4.58%3.79%
2013
47.71%37.39%
2012
14.24%15.46%
2011
-2.03%-4.07%
2010
23.48%25.61%
2009
21.30%31.80%
2008
-36.81%-36.56%
2007
1.41%-1.10%
2006
13.48%15.03%
2005
8.96%6.75%
2004
15.54%18.94%
2003
41.48%43.41%
2002
-17.85%-16.22%
2001
N/A8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.63%-5.52%N/AN/A
20235.86%4.62%-6.34%11.42%
2022-7.72%-17.10%-1.61%5.89%
202112.97%5.83%-2.24%2.51%
2020-30.49%28.36%8.50%25.79%
201915.85%3.24%-1.11%7.61%
20180.92%9.34%1.58%-20.47%
20172.79%-0.37%4.80%4.95%
2016-2.75%4.27%6.70%8.19%
20157.24%1.16%-9.72%1.75%
20142.58%3.12%-8.84%8.46%
201315.19%1.59%12.65%12.04%
201212.44%-4.81%6.02%0.67%
20116.82%0.27%-22.56%18.11%
20108.06%-9.29%9.60%14.93%
2009-15.54%17.63%16.63%4.69%
2008-10.47%0.31%-4.57%-26.27%
20073.61%5.19%-1.92%-5.14%
200612.29%-5.29%-2.42%9.37%
2005-2.17%5.20%5.41%0.44%
20045.48%-1.54%-1.35%12.79%
2003-2.30%19.68%7.86%12.17%
20022.75%-5.85%-16.33%1.48%
200112.59%-12.24%17.99%N/A

Rank in category (by total return)

YTD54
1-month61
3-month95
1-year88
3-year84
5-year60

Load adjusted returns

1-year5.11%
3-year-2.09%
5-year7.78%
10-year7.25%