UK markets open in 28 minutes

Principal SAM Conservative Growth R2 (PCGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.23+0.35 (+1.85%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.11%
5-year average return6.34%
Number of years up9
Number of years down4
Best 1-yr total return (3 Feb 2019)24.75%
Worst 1-yr total return (3 Feb 2019)-33.59%
Best 3-yr total return24.75%
Worst 3-yr total return-1.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCGVXCategory
YTD3.78%11.35%
1-month3.05%0.99%
3-month6.79%5.92%
1-year24.86%32.83%
3-year10.06%11.75%
5-year8.06%11.53%
10-year0.00%8.98%
Last bull market19.84%17.67%
Last bear market-16.28%-15.71%

Annual total return (%) history

Year
PCGVXCategory
2020
12.07%13.51%
2019
23.08%21.35%
2018
-7.43%-7.93%
2017
18.77%15.80%
2016
6.13%7.93%
2015
-2.00%-2.77%
2014
6.48%5.71%
2013
22.25%21.31%
2012
13.11%13.42%
2011
-1.19%-3.80%
2010
14.08%13.49%
2009
24.75%29.37%
2008
-33.59%-34.34%
2007
N/A7.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.21%15.88%6.57%12.33%
201910.60%3.66%1.09%6.20%
2018-0.91%1.03%3.45%-10.62%
20175.30%3.14%4.88%4.28%
20160.26%1.60%3.85%0.33%
20152.10%-0.56%-6.60%3.35%
20141.50%3.87%-1.70%2.74%
20137.70%0.39%5.45%7.23%
20129.53%-2.90%5.10%1.19%
20114.62%0.36%-13.99%9.41%
20104.61%-8.89%10.65%8.17%
2009-9.34%14.58%14.24%5.11%
2008-8.32%-0.99%-9.36%-19.28%
20074.71%3.30%-1.14%N/A

Rank in category (by total return)

YTD69
1-month41
3-month63
1-year67
3-year49
5-year56

Load adjusted returns

1-year22.58%
3-year9.12%
5-year11.58%
10-year8.43%