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Principal SmallCap Value Fund II Class A (PSVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.74+0.02 (+0.16%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return12.25%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)24.82%
Worst 1-yr total return (3 Feb 2019)-14.73%
Best 3-yr total return24.82%
Worst 3-yr total return2.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSVAXCategory
YTD14.16%26.79%
1-month5.46%-1.77%
3-month21.66%4.45%
1-year21.90%71.02%
3-year7.33%9.35%
5-year7.38%12.17%
10-year0.00%9.95%
Last bull market27.19%28.07%
Last bear market-25.95%-24.24%

Annual total return (%) history

Year
PSVAXCategory
2020
3.24%4.02%
2019
22.49%21.43%
2018
-14.73%-15.46%
2017
6.39%8.54%
2016
24.82%25.99%
2015
-4.51%-6.71%
2014
N/A3.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-35.48%19.14%2.40%31.16%
201913.03%1.89%0.20%6.15%
2018-2.30%5.88%1.66%-18.92%
2017-0.61%-0.77%4.91%2.83%
20161.09%2.60%7.44%12.01%
20154.11%0.30%-10.24%1.89%
2014-6.75%8.01%N/AN/A

Rank in category (by total return)

YTD66
1-month66
3-month55
1-year60
3-year44
5-year58

Load adjusted returns

1-year4.48%
3-year0.78%
5-year8.31%
10-year7.78%