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Principal SmallCap Growth Fund I (PGRTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.73+0.14 (+0.96%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.48%
5-Year Average Return6.99%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Jun 25, 2024)43.00%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return43.00%
Worst 3-Yr Total Return-3.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGRTXCategory
YTD4.68%12.40%
1-Month4.53%3.37%
3-Month-0.61%4.88%
1-Year16.31%55.69%
3-Year-3.59%19.34%
5-Year8.01%20.72%
10-Year9.69%13.98%
Last Bull Market29.85%27.85%
Last Bear Market-19.03%-24.06%

Annual Total Return (%) History

Year
PGRTXCategory
2024
N/AN/A
2023
16.43%N/A
2022
-28.55%N/A
2021
7.24%N/A
2020
42.06%38.62%
2019
33.59%27.68%
2018
-5.42%-5.76%
2017
26.32%21.50%
2016
9.25%11.20%
2015
1.19%-2.41%
2014
1.54%2.44%
2013
43.00%40.91%
2012
14.63%13.15%
2011
0.54%-3.55%
2010
35.68%26.98%
2009
42.92%35.46%
2008
-45.18%-41.55%
2007
13.97%7.59%
2006
10.44%10.81%
2005
5.56%6.02%
2004
14.61%12.41%
2003
47.36%45.54%
2002
-40.51%-27.88%
2001
-13.93%-8.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
20236.44%6.28%-7.66%11.46%
2022-14.51%-19.03%-1.61%4.90%
20212.78%5.04%-1.72%1.07%
2020-22.08%33.84%8.99%24.98%
201921.38%6.42%-6.46%10.57%
20182.51%8.97%7.57%-21.29%
20176.51%5.39%6.79%5.39%
2016-6.09%4.84%8.58%2.20%
20156.73%3.55%-12.49%4.63%
20140.49%-0.21%-5.62%7.28%
201311.24%4.40%13.74%8.26%
201214.83%-4.67%4.99%-0.26%
201111.11%0.17%-21.88%15.64%
20109.67%-8.93%16.10%17.01%
2009-2.87%19.78%16.98%5.02%
2008-17.32%5.00%-10.77%-29.22%
20074.14%7.65%4.06%-2.31%
200615.59%-9.50%-3.99%9.95%
2005-7.18%3.25%6.17%3.76%
20045.05%-0.88%-3.44%14.00%
2003-3.91%20.37%8.80%17.11%
2002-5.01%-18.14%-23.65%0.20%
2001-24.65%22.21%-26.55%27.26%

Rank In Category (By Total Return)

YTD49
1-Month53
3-Month63
1-Year64
3-Year62
5-Year62

Load Adjusted Returns

1-Year16.31%
3-Year-3.59%
5-Year8.01%
10-Year9.69%