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Principal Capital Securities S (PCSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.26+0.02 (+0.22%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.72%
5-year average return3.68%
Number of years up7
Number of years down2
Best 1-yr total return (2 Jul 2024)17.41%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return17.41%
Worst 3-yr total return-0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCSFXCategory
YTD6.38%5.09%
1-month0.87%1.29%
3-month1.85%3.60%
1-year14.55%19.60%
3-year0.51%7.20%
5-year3.67%5.90%
10-year4.55%6.54%
Last bull market12.79%11.27%
Last bear market-8.22%-4.58%

Annual total return (%) history

Year
PCSFXCategory
2024
N/AN/A
2023
6.82%N/A
2022
-11.35%N/A
2021
3.74%N/A
2020
7.68%4.83%
2019
17.41%17.63%
2018
-4.60%-5.49%
2017
11.56%9.78%
2016
5.67%5.66%
2015
3.70%3.18%
2014
N/A11.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.45%1.85%N/AN/A
2023-2.80%2.06%1.36%6.24%
2022-5.25%-8.22%-1.55%3.56%
20210.22%2.68%1.19%-0.37%
2020-12.72%12.13%4.91%4.87%
20196.13%3.94%3.13%3.20%
2018-1.22%-1.16%1.47%-3.70%
20174.12%4.21%1.57%1.23%
2016-0.81%2.34%4.20%-0.10%
20152.63%-0.17%0.05%1.16%
20142.40%-0.11%1.42%N/A

Rank in category (by total return)

YTD12
1-month12
3-month12
1-year18
3-year23
5-year12

Load adjusted returns

1-year14.55%
3-year0.51%
5-year3.67%
10-year4.55%