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Principal SAM Conservative Bal R2 (PCNSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.07-0.06 (-0.46%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return4.14%
5-year average return4.05%
Number of years up10
Number of years down3
Best 1-yr total return (3 Feb 2019)21.46%
Worst 1-yr total return (3 Feb 2019)-19.48%
Best 3-yr total return21.46%
Worst 3-yr total return2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCNSXCategory
YTD1.55%5.91%
1-month1.32%0.61%
3-month3.44%4.02%
1-year13.64%18.59%
3-year6.96%8.56%
5-year5.28%7.44%
10-year0.00%6.20%
Last bull market12.12%11.89%
Last bear market-8.60%-8.23%

Annual total return (%) history

Year
PCNSXCategory
2020
8.58%8.86%
2019
14.97%14.81%
2018
-4.43%-5.04%
2017
10.46%9.86%
2016
5.46%6.62%
2015
-1.59%-2.32%
2014
5.20%4.02%
2013
10.44%7.23%
2012
10.35%9.40%
2011
1.29%1.70%
2010
10.96%10.03%
2009
21.46%20.77%
2008
-19.48%-18.61%
2007
N/A4.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-11.80%10.17%4.07%7.37%
20196.70%2.85%1.19%3.54%
2018-1.11%0.52%1.80%-5.56%
20173.18%1.94%2.76%2.19%
20161.23%1.87%2.68%-0.40%
20151.74%-0.64%-3.73%1.12%
20141.58%2.96%-1.06%1.66%
20134.08%-1.03%3.07%4.02%
20126.00%-0.78%3.87%1.02%
20112.94%0.90%-7.47%5.39%
20103.45%-3.84%7.05%4.20%
2009-4.37%11.36%10.21%3.49%
2008-3.53%-0.87%-6.36%-10.08%
20072.13%2.71%0.29%N/A

Rank in category (by total return)

YTD51
1-month37
3-month48
1-year56
3-year57
5-year55

Load adjusted returns

1-year12.42%
3-year6.46%
5-year7.41%
10-year5.68%