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Principal SAM Conservative Growth Inst (PCWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.81-0.04 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.21%
5-year average return9.02%
Number of years up11
Number of years down5
Best 1-yr total return (26 Jun 2024)25.71%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return25.71%
Worst 3-yr total return2.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCWIXCategory
YTD7.36%11.35%
1-month3.69%0.99%
3-month2.83%5.92%
1-year21.27%32.83%
3-year3.78%11.75%
5-year9.65%11.53%
10-year7.80%8.98%
Last bull market22.06%17.67%
Last bear market-13.61%-15.71%

Annual total return (%) history

Year
PCWIXCategory
2024
N/AN/A
2023
19.34%N/A
2022
-17.84%N/A
2021
17.62%N/A
2020
12.86%13.51%
2019
23.94%21.35%
2018
-6.70%-7.93%
2017
19.68%15.80%
2016
6.91%7.93%
2015
-1.28%-2.77%
2014
7.32%5.71%
2013
23.16%21.31%
2012
13.97%13.42%
2011
-0.51%-3.80%
2010
14.94%13.49%
2009
25.71%29.37%
2008
-33.11%-34.34%
2007
N/A7.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.36%N/AN/AN/A
20235.11%5.70%-3.25%11.03%
2022-6.26%-13.61%-5.82%7.72%
20214.87%7.15%-1.43%6.19%
2020-19.04%16.04%6.76%12.53%
201910.72%3.87%1.32%6.36%
2018-0.73%1.19%3.64%-10.37%
20175.49%3.33%5.09%4.47%
20160.38%1.84%4.04%0.52%
20152.25%-0.38%-6.40%3.54%
20141.66%4.05%-1.46%2.96%
20137.90%0.57%5.64%7.43%
20129.75%-2.73%5.25%1.43%
20114.72%0.64%-13.87%9.59%
20104.74%-8.65%10.80%8.43%
2009-9.08%14.70%14.51%5.27%
2008-8.13%-0.79%-9.25%-19.12%
20074.88%3.52%-0.93%N/A

Rank in category (by total return)

YTD21
1-month42
3-month45
1-year12
3-year30
5-year22

Load adjusted returns

1-year21.27%
3-year3.78%
5-year9.65%
10-year7.80%