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Principal SAM Strategic Growth J (PSWJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.39-0.01 (-0.05%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.52%
5-year average return10.44%
Number of years up11
Number of years down5
Best 1-yr total return (26 Jun 2024)27.16%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return27.16%
Worst 3-yr total return3.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSWJXCategory
YTD8.66%13.38%
1-month4.05%1.16%
3-month3.28%6.75%
1-year24.28%40.77%
3-year4.54%13.59%
5-year11.20%13.52%
10-year8.52%10.48%
Last bull market24.19%21.11%
Last bear market-14.87%-19.34%

Annual total return (%) history

Year
PSWJXCategory
2024
N/AN/A
2023
21.59%N/A
2022
-18.95%N/A
2021
19.60%N/A
2020
15.22%15.41%
2019
27.16%24.78%
2018
-8.82%-9.27%
2017
21.98%18.41%
2016
5.84%8.45%
2015
-2.10%-1.74%
2014
8.18%5.50%
2013
26.97%26.84%
2012
14.98%15.29%
2011
-2.30%-4.13%
2010
15.52%14.83%
2009
26.27%30.03%
2008
-37.66%-38.64%
2007
N/A7.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.45%N/AN/AN/A
20235.75%6.66%-3.45%11.65%
2022-6.92%-14.87%-6.03%8.85%
20215.63%7.90%-1.37%6.40%
2020-22.13%19.23%8.06%14.84%
201912.24%4.13%0.98%7.74%
2018-0.70%0.91%3.61%-12.18%
20176.17%3.72%5.71%4.78%
2016-0.06%1.40%4.37%0.08%
20151.94%-0.15%-7.67%4.16%
20141.61%4.30%-1.38%3.50%
20138.95%0.92%6.38%8.55%
201211.44%-3.76%5.63%1.49%
20115.23%0.33%-16.43%10.73%
20104.96%-10.36%11.89%9.73%
2009-10.52%15.60%15.68%5.52%
2008-9.75%-0.91%-10.30%-22.28%
20075.39%3.43%-1.58%N/A

Rank in category (by total return)

YTD19
1-month42
3-month37
1-year11
3-year15
5-year21

Load adjusted returns

1-year23.28%
3-year4.54%
5-year11.20%
10-year8.52%