Principal Large Cap Value III R4 (PPSSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return6.99%
5-Year Average Return9.07%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)31.05%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return31.05%
Worst 3-Yr Total Return6.43%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPPSSXCategory
YTD7.49%4.44%
1-Month2.87%-4.04%
3-Month3.53%4.09%
1-Year21.42%14.37%
3-Year5.59%6.04%
5-Year10.60%9.20%
10-Year8.68%8.57%
Last Bull Market21.34%22.97%
Last Bear Market-11.05%-11.27%
Annual Total Return (%) History
YearPPSSXCategory
2024N/AN/A
20239.55%11.63%
2022-5.37%-5.90%
202123.82%26.22%
20202.89%2.91%
201925.99%25.04%
2018-6.31%-8.53%
201716.42%15.94%
201612.80%14.81%
2015-2.22%-4.05%
201412.00%10.21%
201331.05%31.21%
201215.56%14.57%
2011-3.35%-0.75%
201012.56%13.66%
200918.60%24.13%
2008-41.04%-37.09%
2007-4.05%1.42%
200621.47%18.15%
20054.82%5.95%
200412.94%12.97%
200326.98%28.44%
2002-13.96%-18.69%
20015.42%-4.99%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20248.60%N/AN/AN/A
2023-1.42%4.67%-2.52%8.91%
2022-0.56%-11.05%-4.89%12.49%
202110.45%4.91%-1.20%8.15%
2020-27.01%15.53%4.94%16.28%
201910.45%4.42%3.08%5.98%
2018-2.48%2.06%6.88%-11.92%
20173.61%2.80%2.60%6.52%
20160.28%3.63%2.56%5.84%
20150.32%0.70%-8.17%5.40%
20142.92%3.98%0.00%4.65%
201310.90%4.01%4.02%9.22%
201211.43%-3.05%5.62%1.27%
20116.28%-1.02%-18.38%12.56%
20106.45%-13.04%10.04%10.50%
2009-15.36%15.73%15.95%4.43%
2008-10.18%-8.22%-8.86%-21.53%
20070.33%5.14%-1.05%-8.07%
20065.24%0.14%6.75%7.96%
2005-0.90%1.36%3.21%1.10%
20042.99%0.40%0.16%9.05%
2003-5.10%15.59%2.37%13.08%
20023.74%-7.90%-18.55%10.55%
2001-1.31%6.62%-7.28%8.04%
Rank In Category (By Total Return)
YTD55
1-Month60
3-Month58
1-Year60
3-Year66
5-Year67
Load Adjusted Returns
1-Year21.42%
3-Year5.59%
5-Year10.60%
10-Year8.68%
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