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Principal SAM Conservative Growth R3 (PCGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.43+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.87%
5-year average return8.28%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)24.93%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return24.93%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCGPXCategory
YTD7.15%11.35%
1-month3.60%0.99%
3-month2.66%5.92%
1-year20.61%32.83%
3-year3.20%11.75%
5-year9.04%11.53%
10-year7.19%8.98%
Last bull market21.71%17.67%
Last bear market-13.76%-15.71%

Annual total return (%) history

Year
PCGPXCategory
2024
N/AN/A
2023
18.65%N/A
2022
-18.27%N/A
2021
16.89%N/A
2020
12.25%13.51%
2019
23.32%21.35%
2018
-7.22%-7.93%
2017
19.02%15.80%
2016
6.28%7.93%
2015
-1.86%-2.77%
2014
6.72%5.71%
2013
22.43%21.31%
2012
13.36%13.42%
2011
-1.03%-3.80%
2010
14.26%13.49%
2009
24.93%29.37%
2008
-33.44%-34.34%
2007
N/A7.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.21%N/AN/AN/A
20234.93%5.56%-3.38%10.88%
2022-6.32%-13.76%-6.01%7.63%
20214.68%7.02%-1.60%6.04%
2020-19.15%15.86%6.56%12.45%
201910.60%3.74%1.16%6.24%
2018-0.85%1.09%3.52%-10.58%
20175.43%3.14%4.99%4.26%
20160.26%1.67%3.91%0.34%
20152.10%-0.50%-6.53%3.36%
20141.56%3.87%-1.64%2.86%
20137.69%0.45%5.51%7.28%
20129.59%-2.89%5.16%1.29%
20114.60%0.50%-13.99%9.46%
20104.59%-8.86%10.79%8.19%
2009-9.30%14.52%14.39%5.15%
2008-8.25%-0.93%-9.35%-19.22%
20074.71%3.47%-1.14%N/A

Rank in category (by total return)

YTD28
1-month49
3-month55
1-year15
3-year44
5-year45

Load adjusted returns

1-year20.61%
3-year3.20%
5-year9.04%
10-year7.19%