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Principal Large Cap Blend I A (PBLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.70+0.43 (+1.15%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.75%
5-year average return13.32%
Number of years up9
Number of years down1
Best 1-yr total return (2 May 2024)38.41%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.41%
Worst 3-yr total return4.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPBLCXCategory
YTD4.97%12.38%
1-month-4.35%5.09%
3-month2.37%10.28%
1-year30.94%41.70%
3-year3.93%22.56%
5-year12.77%21.98%
10-year13.51%15.99%
Last bull market28.99%25.99%
Last bear market-20.48%-17.29%

Annual total return (%) history

Year
PBLCXCategory
2024
N/AN/A
2023
38.41%N/A
2022
-31.42%N/A
2021
23.90%N/A
2020
33.44%35.86%
2019
37.33%31.90%
2018
1.86%-2.09%
2017
27.30%27.67%
2016
7.44%3.23%
2015
3.98%3.60%
2014
9.17%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.75%N/AN/AN/A
20238.58%11.73%-2.84%17.42%
2022-12.98%-20.48%-6.07%5.51%
20211.58%14.50%0.96%5.51%
2020-13.55%27.38%10.57%9.60%
201917.41%6.83%0.59%8.85%
20183.06%5.60%7.38%-12.84%
20177.74%4.92%5.72%6.51%
2016-0.07%1.37%7.01%-0.89%
20152.52%0.78%-4.76%5.66%
20140.71%4.35%-1.28%5.22%
20139.64%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month31
3-month78
1-year48
3-year63
5-year56

Load adjusted returns

1-year29.94%
3-year3.93%
5-year12.77%
10-year13.51%