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MARKETS LIVE BLOG
STOCKS RETREAT WITH FED IN FOCUS, AMAZON EARNINGS ON DECK
U.S. wages increase by most in a year in the first quarter, feed case for Fed to 'take its time'
Principal International Small CompanyR-6 (PFISX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.31
+0.10
(+0.98%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
2.49%
5-Year Average Return
2.71%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (Apr 28, 2024)
26.80%
Worst 1 Yr Total Return (Apr 28, 2024)
N/A
Best 3-Yr Total Return
26.80%
Worst 3-Yr Total Return
-3.63%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
PFISX
Category
YTD
4.97%
12.18%
1-Month
4.66%
-0.68%
3-Month
4.97%
6.41%
1-Year
11.38%
43.30%
3-Year
-1.34%
7.71%
5-Year
3.73%
11.00%
10-Year
0.00%
7.08%
Last Bull Market
34.30%
15.99%
Last Bear Market
-16.62%
-22.93%
Annual Total Return (%) History
Year
PFISX
Category
2024
N/A
N/A
2023
13.25%
N/A
2022
-21.89%
N/A
2021
8.36%
N/A
2020
5.73%
10.92%
2019
26.80%
22.52%
2018
-20.12%
-19.13%
2017
N/A
31.58%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.97%
N/A
N/A
N/A
2023
6.73%
0.83%
-4.31%
9.97%
2022
-9.87%
-16.62%
-8.61%
13.73%
2021
4.79%
4.33%
-0.84%
-0.03%
2020
-30.32%
21.38%
9.95%
13.70%
2019
12.31%
3.65%
-0.09%
9.03%
2018
0.08%
-2.12%
-0.56%
-17.99%
2017
8.77%
9.45%
5.57%
N/A
Rank In Category (By Total Return)
YTD
23
1-Month
12
3-Month
23
1-Year
41
3-Year
75
5-Year
86
Load Adjusted Returns
1-Year
11.38%
3-Year
-1.34%
5-Year
3.73%
10-Year
N/A
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