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Principal Large Cap Value III R1 (PESAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.17+0.04 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.51%
5-year average return8.66%
Number of years up13
Number of years down6
Best 1-yr total return (26 Jun 2024)30.29%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return30.29%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPESAXCategory
YTD7.35%4.44%
1-month2.88%-4.04%
3-month3.43%4.09%
1-year20.88%14.37%
3-year5.09%6.04%
5-year10.06%9.20%
10-year8.15%8.57%
Last bull market21.16%22.97%
Last bear market-11.14%-11.27%

Annual total return (%) history

Year
PESAXCategory
2024
N/AN/A
2023
9.01%11.63%
2022
-5.83%-5.90%
2021
23.24%26.22%
2020
2.31%2.91%
2019
25.42%25.04%
2018
-6.75%-8.53%
2017
15.81%15.94%
2016
12.20%14.81%
2015
-2.69%-4.05%
2014
11.46%10.21%
2013
30.29%31.21%
2012
14.98%14.57%
2011
-3.78%-0.75%
2010
11.96%13.66%
2009
18.12%24.13%
2008
-41.35%-37.09%
2007
-4.56%1.42%
2006
20.85%18.15%
2005
4.23%5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.52%N/AN/AN/A
2023-1.48%4.51%-2.65%8.75%
2022-0.66%-11.14%-5.03%12.33%
202110.40%4.71%-1.30%8.00%
2020-27.09%15.31%4.82%16.09%
201910.33%4.30%2.97%5.84%
2018-2.54%1.88%6.79%-12.05%
20173.49%2.68%2.49%6.34%
20160.14%3.49%2.43%5.69%
20150.19%0.57%-8.25%5.26%
20142.78%3.85%-0.07%4.50%
201310.76%3.84%3.85%9.08%
201211.28%-3.23%5.52%1.18%
20116.18%-1.11%-18.49%12.42%
20106.33%-13.14%9.93%10.28%
2009-15.35%15.56%15.69%4.38%
2008-10.26%-8.31%-8.97%-21.70%
20070.26%5.01%-1.18%-8.27%
20065.09%0.07%6.62%7.78%
2005-1.05%1.21%3.06%0.98%

Rank in category (by total return)

YTD57
1-month60
3-month60
1-year64
3-year75
5-year77

Load adjusted returns

1-year20.88%
3-year5.09%
5-year10.06%
10-year8.15%