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Principal LargeCap Growth I R5 (PPUPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.92-0.10 (-0.55%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.17%
5-Year Average Return14.66%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (May 28, 2024)51.99%
Worst 1 Yr Total Return (May 28, 2024)N/A
Best 3-Yr Total Return51.99%
Worst 3-Yr Total Return2.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPPUPXCategory
YTD5.40%12.38%
1-Month-4.87%5.09%
3-Month2.47%10.28%
1-Year29.24%41.70%
3-Year2.92%22.56%
5-Year12.27%21.98%
10-Year13.61%15.99%
Last Bull Market29.21%25.99%
Last Bear Market-21.60%-17.29%

Annual Total Return (%) History

Year
PPUPXCategory
2024
N/AN/A
2023
40.23%N/A
2022
-34.17%N/A
2021
21.53%N/A
2020
35.75%35.86%
2019
34.69%31.90%
2018
3.44%-2.09%
2017
33.45%27.67%
2016
0.76%3.23%
2015
7.91%3.60%
2014
8.38%10.00%
2013
36.37%33.92%
2012
16.23%15.34%
2011
-0.58%-2.46%
2010
19.53%15.53%
2009
51.99%35.68%
2008
-40.87%-40.67%
2007
8.09%13.35%
2006
5.87%7.05%
2005
7.39%6.71%
2004
8.97%7.81%
2003
23.77%28.66%
2002
-27.87%-27.64%
2001
-14.54%-22.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.79%N/AN/AN/A
202312.82%12.74%-3.59%14.37%
2022-13.91%-21.60%-5.59%3.32%
20210.98%13.18%0.00%6.34%
2020-13.75%27.82%11.53%10.41%
201917.17%4.28%0.60%9.58%
20185.24%6.34%7.48%-14.01%
20179.84%6.35%6.05%7.73%
2016-3.36%-0.09%5.53%-1.12%
20154.61%0.63%-5.16%8.08%
20140.16%2.98%0.31%4.75%
20139.09%2.65%10.06%10.65%
201218.12%-6.89%6.57%-0.83%
20116.03%0.00%-15.20%10.58%
20104.98%-10.99%14.17%12.04%
20091.20%19.69%15.95%8.23%
2008-11.43%2.26%-15.34%-22.89%
20070.12%7.29%4.64%-3.84%
20061.48%-5.09%3.19%6.52%
2005-6.75%6.69%2.82%4.99%
20040.55%1.79%-4.45%11.44%
2003-1.88%12.20%2.33%9.87%
2002-3.45%-15.07%-16.84%5.79%
2001-18.02%9.13%-15.31%12.80%

Rank In Category (By Total Return)

YTD67
1-Month59
3-Month77
1-Year57
3-Year73
5-Year63

Load Adjusted Returns

1-Year29.24%
3-Year2.92%
5-Year12.27%
10-Year13.61%