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Principal Strategic Asset Management Strategic Growth Fund R-2 Class (PSGVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.81+0.45 (+2.21%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.13%
5-Year Average Return6.67%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)26.44%
Worst 1 Yr Total Return (Feb 3, 2019)-37.78%
Best 3-Yr Total Return26.44%
Worst 3-Yr Total Return-3.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSGVXCategory
YTD4.68%13.38%
1-Month3.79%1.16%
3-Month8.31%6.75%
1-Year30.69%40.77%
3-Year11.38%13.59%
5-Year8.91%13.52%
10-Year0.00%10.48%
Last Bull Market23.00%21.11%
Last Bear Market-19.02%-19.34%

Annual Total Return (%) History

Year
PSGVXCategory
2020
14.66%15.41%
2019
26.36%24.78%
2018
-9.30%-9.27%
2017
21.21%18.41%
2016
5.26%8.45%
2015
-2.53%-1.74%
2014
7.72%5.50%
2013
26.44%26.84%
2012
14.55%15.29%
2011
-2.63%-4.13%
2010
15.18%14.83%
2009
26.18%30.03%
2008
-37.78%-38.64%
2007
N/A7.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-22.20%19.04%7.91%14.73%
201912.03%4.02%0.81%7.56%
2018-0.80%0.76%3.47%-12.30%
20175.99%3.61%5.51%4.61%
2016-0.23%1.28%4.20%-0.03%
20151.84%-0.29%-7.75%4.05%
20141.46%4.27%-1.52%3.40%
20138.83%0.81%6.28%8.43%
201211.39%-3.90%5.52%1.41%
20115.10%0.26%-16.48%10.63%
20104.88%-10.44%11.82%9.66%
2009-10.51%15.59%15.57%5.54%
2008-9.86%-0.91%-10.31%-22.34%
20075.34%3.43%-1.58%N/A

Rank In Category (By Total Return)

YTD80
1-Month52
3-Month72
1-Year79
3-Year50
5-Year69

Load Adjusted Returns

1-Year27.86%
3-Year10.30%
5-Year12.89%
10-Year9.31%