Canada markets closed

Principal SAM Strategic Growth R5 (PSGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
21.47-0.04 (-0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.48%
5-Year Average Return10.37%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 26, 2024)27.06%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return27.06%
Worst 3-Yr Total Return3.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSGFXCategory
YTD8.58%13.38%
1-Month3.98%1.16%
3-Month3.22%6.75%
1-Year24.12%40.77%
3-Year4.45%13.59%
5-Year11.10%13.52%
10-Year8.46%10.48%
Last Bull Market24.16%21.11%
Last Bear Market-14.87%-19.34%

Annual Total Return (%) History

Year
PSGFXCategory
2024
N/AN/A
2023
21.49%N/A
2022
-19.00%N/A
2021
19.52%N/A
2020
15.15%15.41%
2019
26.99%24.78%
2018
-8.87%-9.27%
2017
21.84%18.41%
2016
5.80%8.45%
2015
-2.02%-1.74%
2014
8.24%5.50%
2013
27.06%26.84%
2012
15.04%15.29%
2011
-2.11%-4.13%
2010
15.77%14.83%
2009
26.75%30.03%
2008
-37.49%-38.64%
2007
N/A7.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.42%N/AN/AN/A
20235.73%6.64%-3.44%11.60%
2022-6.94%-14.87%-6.07%8.86%
20215.61%7.87%-1.41%6.41%
2020-22.12%19.18%8.05%14.83%
201912.13%4.12%0.98%7.72%
2018-0.70%0.86%3.61%-12.17%
20176.16%3.65%5.70%4.75%
2016-0.12%1.40%4.36%0.10%
20151.99%-0.15%-7.66%4.19%
20141.61%4.35%-1.37%3.50%
20139.01%0.92%6.37%8.58%
201211.43%-3.76%5.69%1.50%
20115.23%0.39%-16.41%10.86%
20105.04%-10.34%11.96%9.80%
2009-10.42%15.81%15.64%5.66%
2008-9.75%-0.78%-10.16%-22.29%
20075.50%3.53%-1.42%N/A

Rank In Category (By Total Return)

YTD22
1-Month46
3-Month41
1-Year13
3-Year15
5-Year23

Load Adjusted Returns

1-Year24.12%
3-Year4.45%
5-Year11.10%
10-Year8.46%