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Principal SmallCap Value II R6 (PSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.95-0.13 (-1.08%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.74%
5-Year Average Return9.55%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)32.50%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return32.50%
Worst 3-Yr Total Return3.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSMVXCategory
YTD-0.16%26.79%
1-Month-1.70%-1.77%
3-Month-3.57%4.45%
1-Year10.24%71.02%
3-Year4.75%9.35%
5-Year9.76%12.17%
10-Year7.43%9.95%
Last Bull Market25.84%28.07%
Last Bear Market-12.01%-24.24%

Annual Total Return (%) History

Year
PSMVXCategory
2024
N/AN/A
2023
20.15%N/A
2022
-9.29%N/A
2021
32.50%N/A
2020
3.64%4.02%
2019
23.24%21.43%
2018
-14.37%-15.46%
2017
6.94%8.54%
2016
25.30%25.99%
2015
-4.01%-6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.53%-3.57%N/AN/A
20233.44%5.18%-3.43%14.35%
2022-1.86%-12.01%-5.03%10.61%
202119.13%5.28%-1.77%7.54%
2020-35.52%19.49%2.48%31.25%
201913.24%2.06%0.29%6.33%
2018-2.20%5.98%1.79%-18.84%
2017-0.46%-0.69%5.02%3.01%
20161.08%2.77%7.57%12.14%
20154.33%0.45%-10.27%2.07%

Rank In Category (By Total Return)

YTD61
1-Month25
3-Month42
1-Year59
3-Year24
5-Year31

Load Adjusted Returns

1-Year10.24%
3-Year4.75%
5-Year9.76%
10-Year7.43%