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Principal LargeCap Growth I R6 (PLCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.37+0.08 (+0.39%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.87%
5-Year Average Return14.80%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)40.60%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return40.60%
Worst 3-Yr Total Return3.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPLCGXCategory
YTD9.64%12.38%
1-Month3.92%5.09%
3-Month0.79%10.28%
1-Year29.94%41.70%
3-Year4.86%22.56%
5-Year14.78%21.98%
10-Year14.02%15.99%
Last Bull Market29.36%25.99%
Last Bear Market-21.56%-17.29%

Annual Total Return (%) History

Year
PLCGXCategory
2024
N/AN/A
2023
40.60%N/A
2022
-33.99%N/A
2021
21.82%N/A
2020
36.12%35.86%
2019
34.96%31.90%
2018
3.76%-2.09%
2017
33.77%27.67%
2016
0.98%3.23%
2015
8.10%3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.90%N/AN/AN/A
202312.85%12.87%-3.52%14.41%
2022-13.81%-21.56%-5.59%3.41%
20211.03%13.29%0.00%6.44%
2020-13.70%27.85%11.68%10.46%
201917.17%4.38%0.64%9.66%
20185.27%6.46%7.53%-13.90%
20179.88%6.47%6.15%7.73%
2016-3.35%0.00%5.63%-1.09%
20154.66%0.69%-5.11%8.10%

Rank In Category (By Total Return)

YTD71
1-Month74
3-Month74
1-Year62
3-Year72
5-Year64

Load Adjusted Returns

1-Year29.94%
3-Year4.86%
5-Year14.78%
10-Year14.02%