UK markets closed

Principal International Small CompanyR-6 (PFISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.41+0.10 (+0.97%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.48%
5-year average return2.87%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)26.80%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.80%
Worst 3-yr total return-3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFISXCategory
YTD0.89%12.18%
1-month-3.88%-0.68%
3-month2.63%6.41%
1-year5.96%43.30%
3-year-3.93%7.71%
5-year2.35%11.00%
10-year0.00%7.08%
Last bull market21.15%15.99%
Last bear market-16.62%-22.93%

Annual total return (%) history

Year
PFISXCategory
2024
N/AN/A
2023
13.25%N/A
2022
-21.89%N/A
2021
8.36%N/A
2020
5.73%10.92%
2019
26.80%22.52%
2018
-20.12%-19.13%
2017
N/A31.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.97%N/AN/AN/A
20236.73%0.83%-4.31%9.97%
2022-9.87%-16.62%-8.61%13.73%
20214.79%4.33%-0.84%-0.03%
2020-30.32%21.38%9.95%13.70%
201912.31%3.65%-0.09%9.03%
20180.08%-2.12%-0.56%-17.99%
20178.77%9.45%5.57%N/A

Rank in category (by total return)

YTD33
1-month92
3-month44
1-year56
3-year78
5-year89

Load adjusted returns

1-year5.96%
3-year-3.93%
5-year2.35%
10-yearN/A