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Principal LargeCap Growth I J (PLGJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.51+0.02 (+0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.86%
5-year average return14.48%
Number of years up18
Number of years down4
Best 1-yr total return (19 May 2024)50.96%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return50.96%
Worst 3-yr total return2.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLGJXCategory
YTD5.47%12.38%
1-month-4.86%5.09%
3-month2.50%10.28%
1-year29.31%41.70%
3-year2.98%22.56%
5-year12.33%21.98%
10-year13.62%15.99%
Last bull market29.28%25.99%
Last bear market-21.59%-17.29%

Annual total return (%) history

Year
PLGJXCategory
2024
N/AN/A
2023
40.31%N/A
2022
-34.15%N/A
2021
21.55%N/A
2020
35.82%35.86%
2019
34.69%31.90%
2018
3.56%-2.09%
2017
33.50%27.67%
2016
0.66%3.23%
2015
7.75%3.60%
2014
8.31%10.00%
2013
36.10%33.92%
2012
15.83%15.34%
2011
-0.86%-2.46%
2010
19.15%15.53%
2009
50.96%35.68%
2008
-40.96%-40.67%
2007
7.58%13.35%
2006
5.34%7.05%
2005
6.69%6.71%
2004
8.13%7.81%
2003
22.57%28.66%
2002
-28.41%-27.64%
2001
N/A-22.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.86%N/AN/AN/A
202312.83%12.80%-3.53%14.27%
2022-13.87%-21.59%-5.65%3.35%
20210.95%13.21%0.00%6.35%
2020-13.74%27.75%11.61%10.44%
201917.18%4.28%0.55%9.61%
20185.25%6.41%7.49%-13.98%
20179.87%6.45%6.06%7.62%
2016-3.44%-0.10%5.60%-1.18%
20154.52%0.62%-5.18%8.05%
20140.09%2.94%0.35%4.75%
20139.08%2.60%10.04%10.51%
201217.92%-6.91%6.51%-0.93%
20115.95%-0.11%-15.30%10.60%
20104.96%-11.08%13.98%12.00%
20090.86%19.53%15.81%8.13%
2008-11.50%2.14%-15.38%-22.81%
20070.00%7.25%4.47%-3.98%
20061.43%-5.13%2.98%6.31%
2005-6.82%6.31%2.70%4.86%
20040.43%1.43%-4.66%11.33%
2003-2.12%11.89%2.09%9.62%
2002-3.54%-15.31%-17.00%5.59%
20019.76%-15.50%12.66%N/A

Rank in category (by total return)

YTD67
1-month59
3-month77
1-year57
3-year72
5-year63

Load adjusted returns

1-year28.31%
3-year2.98%
5-year12.33%
10-year13.62%