UK markets closed

Principal SmallCap Value II R1 (PCPTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.46-0.02 (-0.19%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.36%
5-year average return8.96%
Number of years up13
Number of years down6
Best 1-yr total return (9 May 2024)38.06%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return38.06%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCPTXCategory
YTD-3.10%26.79%
1-month-6.19%-1.77%
3-month0.91%4.45%
1-year15.47%71.02%
3-year3.49%9.35%
5-year7.73%12.17%
10-year6.74%9.95%
Last bull market25.35%28.07%
Last bear market-12.28%-24.24%

Annual total return (%) history

Year
PCPTXCategory
2024
N/AN/A
2023
19.17%N/A
2022
-10.06%N/A
2021
31.18%N/A
2020
2.86%4.02%
2019
22.02%21.43%
2018
-15.09%-15.46%
2017
5.97%8.54%
2016
24.27%25.99%
2015
-4.79%-6.71%
2014
5.11%3.34%
2013
38.06%36.22%
2012
16.56%16.00%
2011
-6.57%-4.45%
2010
26.35%26.17%
2009
31.19%31.32%
2008
-37.61%-32.24%
2007
-9.80%-6.08%
2006
19.59%16.27%
2005
6.76%6.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.29%N/AN/AN/A
20233.25%4.89%-3.52%14.05%
2022-1.96%-12.28%-5.19%10.31%
202118.82%5.03%-2.00%7.25%
2020-35.62%19.24%2.27%31.03%
201912.86%1.88%0.11%6.00%
2018-2.41%5.80%1.48%-18.96%
2017-0.66%-0.92%4.79%2.74%
20160.87%2.50%7.42%11.88%
20154.13%0.24%-10.43%1.85%
20141.46%3.11%-6.84%7.85%
201312.41%3.09%8.40%9.90%
201211.52%-4.44%5.95%3.24%
20117.86%-3.09%-22.45%15.27%
201010.60%-11.43%10.82%16.39%
2009-16.58%23.29%23.57%3.23%
2008-7.92%-6.31%-0.58%-27.26%
20072.31%2.79%-7.04%-7.74%
200613.66%-4.13%0.38%9.33%
2005-2.74%2.11%5.68%1.71%

Rank in category (by total return)

YTD72
1-month63
3-month68
1-year51
3-year39
5-year51

Load adjusted returns

1-year15.47%
3-year3.49%
5-year7.73%
10-year6.74%