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Principal SmallCap Value II R5 (PLARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.64-0.01 (-0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.94%
5-Year Average Return9.47%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Jun 20, 2024)38.86%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return38.86%
Worst 3-Yr Total Return2.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPLARXCategory
YTD1.43%26.79%
1-Month4.42%-1.77%
3-Month2.64%4.45%
1-Year22.99%71.02%
3-Year4.52%9.35%
5-Year11.25%12.17%
10-Year7.79%9.95%
Last Bull Market25.69%28.07%
Last Bear Market-12.12%-24.24%

Annual Total Return (%) History

Year
PLARXCategory
2024
N/AN/A
2023
19.83%N/A
2022
-9.51%N/A
2021
32.19%N/A
2020
3.37%4.02%
2019
22.89%21.43%
2018
-14.59%-15.46%
2017
6.63%8.54%
2016
25.02%25.99%
2015
-4.22%-6.71%
2014
5.82%3.34%
2013
38.86%36.22%
2012
17.27%16.00%
2011
-6.00%-4.45%
2010
27.11%26.17%
2009
32.16%31.32%
2008
-37.25%-32.24%
2007
-9.21%-6.08%
2006
20.15%16.27%
2005
7.54%6.40%
2004
N/A21.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.45%N/AN/AN/A
20233.33%5.12%-3.43%14.23%
2022-1.90%-12.12%-5.06%10.55%
202119.04%5.23%-1.80%7.46%
2020-35.53%19.42%2.29%31.25%
201913.14%2.00%0.29%6.18%
2018-2.23%5.91%1.67%-18.87%
2017-0.54%-0.78%5.02%2.89%
20161.01%2.71%7.49%12.11%
20154.23%0.38%-10.25%2.00%
20141.62%3.27%-6.68%8.06%
201312.56%3.24%8.58%10.05%
201211.68%-4.28%6.04%3.46%
20117.93%-2.90%-22.31%15.45%
201010.85%-11.34%11.04%16.48%
2009-16.23%23.13%23.86%3.45%
2008-7.67%-6.18%-0.45%-27.23%
20072.52%2.98%-6.95%-7.58%
200613.74%-4.03%0.53%9.48%
2005-2.57%2.28%5.93%1.87%
2004-3.22%14.81%N/AN/A

Rank In Category (By Total Return)

YTD70
1-Month53
3-Month60
1-Year57
3-Year31
5-Year38

Load Adjusted Returns

1-Year22.99%
3-Year4.52%
5-Year11.25%
10-Year7.79%