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Principal LargeCap Growth I R1 (PCRSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.84+0.03 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.52%
5-year average return13.88%
Number of years up16
Number of years down3
Best 1-yr total return (27 May 2024)50.91%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return50.91%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCRSXCategory
YTD5.24%12.38%
1-month-4.88%5.09%
3-month2.35%10.28%
1-year28.50%41.70%
3-year2.31%22.56%
5-year11.59%21.98%
10-year12.92%15.99%
Last bull market28.90%25.99%
Last bear market-21.70%-17.29%

Annual total return (%) history

Year
PCRSXCategory
2024
N/AN/A
2023
39.42%N/A
2022
-34.61%N/A
2021
20.76%N/A
2020
34.94%35.86%
2019
33.77%31.90%
2018
2.88%-2.09%
2017
32.71%27.67%
2016
0.07%3.23%
2015
7.22%3.60%
2014
7.74%10.00%
2013
35.42%33.92%
2012
15.59%15.34%
2011
-1.27%-2.46%
2010
18.82%15.53%
2009
50.91%35.68%
2008
-41.10%-40.67%
2007
7.41%13.35%
2006
5.18%7.05%
2005
6.59%6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.64%N/AN/AN/A
202312.73%12.58%-3.75%14.14%
2022-14.04%-21.70%-5.82%3.15%
20210.80%13.05%-0.21%6.20%
2020-13.88%27.58%11.40%10.26%
201916.91%4.11%0.46%9.40%
20185.11%6.16%7.35%-14.11%
20179.72%6.27%5.90%7.47%
2016-3.55%-0.19%5.34%-1.32%
20154.40%0.51%-5.37%7.98%
20140.00%2.81%0.17%4.63%
20138.86%2.48%9.97%10.39%
201217.90%-6.98%6.42%-0.96%
20115.88%-0.21%-15.31%10.34%
20104.70%-11.04%14.00%11.90%
20090.81%19.52%15.82%8.14%
2008-11.47%2.16%-15.59%-22.85%
20070.00%7.11%4.58%-4.10%
20061.36%-5.23%3.08%6.23%
2005-6.84%6.26%2.69%4.86%

Rank in category (by total return)

YTD68
1-month60
3-month78
1-year60
3-year75
5-year71

Load adjusted returns

1-year28.50%
3-year2.31%
5-year11.59%
10-year12.92%