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Principal SAM Conservative Bal R4 (PCBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.100.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.92%
5-year average return4.55%
Number of years up12
Number of years down4
Best 1-yr total return (24 Jun 2024)21.80%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return21.80%
Worst 3-yr total return0.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCBLXCategory
YTD3.36%5.91%
1-month2.67%0.61%
3-month1.60%4.02%
1-year11.35%18.59%
3-year0.49%8.56%
5-year4.79%7.44%
10-year4.34%6.20%
Last bull market14.67%11.89%
Last bear market-9.92%-8.23%

Annual total return (%) history

Year
PCBLXCategory
2024
N/AN/A
2023
11.59%N/A
2022
-14.89%N/A
2021
9.23%N/A
2020
8.91%8.86%
2019
15.50%14.81%
2018
-4.13%-5.04%
2017
10.86%9.86%
2016
5.82%6.62%
2015
-1.25%-2.32%
2014
5.63%4.02%
2013
10.84%7.23%
2012
10.74%9.40%
2011
1.72%1.70%
2010
11.41%10.03%
2009
21.80%20.77%
2008
-19.11%-18.61%
2007
N/A4.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
20233.58%2.33%-2.98%8.51%
2022-5.44%-9.92%-4.47%4.59%
20211.92%4.76%-0.78%3.10%
2020-11.72%10.24%4.27%7.33%
20196.84%2.91%1.34%3.66%
2018-1.01%0.64%1.91%-5.58%
20173.29%1.96%2.92%2.28%
20161.33%1.97%2.72%-0.30%
20151.81%-0.61%-3.59%1.22%
20141.68%3.07%-0.96%1.77%
20134.16%-0.86%3.09%4.12%
20126.05%-0.69%3.97%1.13%
20113.04%1.03%-7.39%5.51%
20103.51%-3.66%7.05%4.36%
2009-4.31%11.38%10.32%3.59%
2008-3.35%-0.87%-6.19%-10.00%
20072.32%2.81%0.29%N/A

Rank in category (by total return)

YTD24
1-month33
3-month53
1-year26
3-year46
5-year46

Load adjusted returns

1-year11.35%
3-year0.49%
5-year4.79%
10-year4.34%