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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.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.49%
5-Year Average Return2.71%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Apr 28, 2024)26.80%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return26.80%
Worst 3-Yr Total Return-3.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPFISXCategory
YTD4.97%12.18%
1-Month4.66%-0.68%
3-Month4.97%6.41%
1-Year11.38%43.30%
3-Year-1.34%7.71%
5-Year3.73%11.00%
10-Year0.00%7.08%
Last Bull Market34.30%15.99%
Last Bear Market-16.62%-22.93%

Annual Total Return (%) History

Year
PFISXCategory
2024
N/AN/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/A31.58%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.97%N/AN/AN/A
20236.73%0.83%-4.31%9.97%
2022-9.87%-16.62%-8.61%13.73%
20214.79%4.33%-0.84%-0.03%
2020-30.32%21.38%9.95%13.70%
201912.31%3.65%-0.09%9.03%
20180.08%-2.12%-0.56%-17.99%
20178.77%9.45%5.57%N/A

Rank In Category (By Total Return)

YTD23
1-Month12
3-Month23
1-Year41
3-Year75
5-Year86

Load Adjusted Returns

1-Year11.38%
3-Year-1.34%
5-Year3.73%
10-YearN/A