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Principal Large Cap Value III J (PLVJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.17-0.08 (-0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.67%
5-year average return10.15%
Number of years up15
Number of years down7
Best 1-yr total return (21 May 2024)30.97%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return30.97%
Worst 3-yr total return6.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLVJXCategory
YTD4.54%4.44%
1-month-3.81%-4.04%
3-month4.00%4.09%
1-year13.83%14.37%
3-year5.34%6.04%
5-year8.75%9.20%
10-year8.63%8.57%
Last bull market21.47%22.97%
Last bear market-11.00%-11.27%

Annual total return (%) history

Year
PLVJXCategory
2024
N/AN/A
2023
9.68%11.63%
2022
-5.30%-5.90%
2021
23.94%26.22%
2020
2.95%2.91%
2019
26.02%25.04%
2018
-6.22%-8.53%
2017
16.54%15.94%
2016
12.78%14.81%
2015
-2.20%-4.05%
2014
11.96%10.21%
2013
30.97%31.21%
2012
15.46%14.57%
2011
-3.47%-0.75%
2010
12.25%13.66%
2009
18.45%24.13%
2008
-41.18%-37.09%
2007
-4.30%1.42%
2006
20.98%18.15%
2005
4.48%5.95%
2004
12.41%12.97%
2003
26.23%28.44%
2002
-14.37%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.67%N/AN/AN/A
2023-1.33%4.65%-2.45%8.89%
2022-0.52%-11.00%-4.92%12.49%
202110.51%4.89%-1.17%8.19%
2020-26.97%15.52%4.95%16.26%
201910.47%4.42%3.13%5.94%
2018-2.39%2.02%6.91%-11.91%
20173.73%2.77%2.64%6.51%
20160.21%3.74%2.59%5.75%
20150.32%0.70%-8.19%5.44%
20142.81%4.03%0.00%4.68%
201310.83%4.06%3.90%9.31%
201211.43%-3.08%5.58%1.25%
20116.24%-1.03%-18.36%12.45%
20106.39%-13.15%10.01%10.43%
2009-15.35%15.55%15.83%4.55%
2008-10.19%-8.28%-8.84%-21.68%
20070.33%5.05%-1.12%-8.16%
20065.05%0.07%6.73%7.83%
2005-1.06%1.29%3.16%1.05%
20042.90%0.24%0.00%8.98%
2003-5.31%15.40%2.29%12.94%
20023.65%-8.00%-18.69%10.43%
20016.92%-7.45%7.86%N/A

Rank in category (by total return)

YTD50
1-month39
3-month53
1-year53
3-year69
5-year61

Load adjusted returns

1-year12.83%
3-year5.34%
5-year8.75%
10-year8.63%