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Principal SmallCap Value II R3 (PJARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.34+0.13 (+1.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.44%
5-year average return9.15%
Number of years up13
Number of years down6
Best 1-yr total return (27 Jun 2024)38.43%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return38.43%
Worst 3-yr total return2.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPJARXCategory
YTD1.32%26.79%
1-month4.43%-1.77%
3-month2.58%4.45%
1-year22.65%71.02%
3-year4.19%9.35%
5-year10.92%12.17%
10-year7.46%9.95%
Last bull market25.59%28.07%
Last bear market-12.13%-24.24%

Annual total return (%) history

Year
PJARXCategory
2024
N/AN/A
2023
19.46%N/A
2022
-9.76%N/A
2021
31.64%N/A
2020
3.12%4.02%
2019
22.45%21.43%
2018
-14.83%-15.46%
2017
6.33%8.54%
2016
24.63%25.99%
2015
-4.54%-6.71%
2014
5.49%3.34%
2013
38.43%36.22%
2012
16.90%16.00%
2011
-6.23%-4.45%
2010
26.66%26.17%
2009
31.69%31.32%
2008
-37.40%-32.24%
2007
-9.54%-6.08%
2006
19.91%16.27%
2005
7.12%6.40%
2004
N/A21.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.42%N/AN/AN/A
20233.26%5.03%-3.57%14.22%
2022-1.97%-12.13%-5.14%10.45%
202118.94%5.15%-1.93%7.32%
2020-35.53%19.26%2.24%31.19%
201912.94%1.96%0.20%6.13%
2018-2.37%5.90%1.63%-18.95%
2017-0.63%-0.79%4.89%2.84%
20160.93%2.68%7.37%12.00%
20154.14%0.31%-10.28%1.87%
20141.57%3.16%-6.70%7.91%
201312.40%3.19%8.60%9.90%
201211.60%-4.34%5.91%3.39%
20117.92%-2.94%-22.38%15.32%
201010.70%-11.35%10.90%16.39%
2009-16.37%23.16%23.59%3.46%
2008-7.75%-6.25%-0.57%-27.19%
20072.46%2.85%-7.00%-7.70%
200613.74%-4.05%0.46%9.38%
2005-2.66%2.29%5.68%1.79%
2004-3.32%14.70%N/AN/A

Rank in category (by total return)

YTD71
1-month53
3-month61
1-year61
3-year36
5-year46

Load adjusted returns

1-year22.65%
3-year4.19%
5-year10.92%
10-year7.46%