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Principal SmallCap Growth I R3 (PPNMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.79+0.02 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.35%
5-year average return5.77%
Number of years up17
Number of years down6
Best 1-yr total return (2 Jul 2024)42.37%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return42.37%
Worst 3-yr total return-4.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPNMXCategory
YTD4.64%12.40%
1-month0.19%3.37%
3-month-2.43%4.88%
1-year7.45%55.69%
3-year-5.09%19.34%
5-year6.07%20.72%
10-year8.48%13.98%
Last bull market29.56%27.85%
Last bear market-19.02%-24.06%

Annual total return (%) history

Year
PPNMXCategory
2024
N/AN/A
2023
15.92%N/A
2022
-28.86%N/A
2021
6.68%N/A
2020
41.34%38.62%
2019
32.87%27.68%
2018
-5.87%-5.76%
2017
25.66%21.50%
2016
8.64%11.20%
2015
0.68%-2.41%
2014
0.98%2.44%
2013
42.14%40.91%
2012
13.96%13.15%
2011
-0.01%-3.55%
2010
34.92%26.98%
2009
42.37%35.46%
2008
-45.48%-41.55%
2007
13.37%7.59%
2006
9.81%10.81%
2005
4.97%6.02%
2004
13.88%12.41%
2003
46.64%45.54%
2002
-40.82%-27.88%
2001
-14.33%-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.25%-2.43%N/AN/A
20236.28%6.22%-7.75%11.30%
2022-14.59%-19.02%-1.82%4.77%
20212.66%4.90%-1.82%0.90%
2020-22.14%33.57%8.86%24.85%
201921.11%6.34%-6.66%10.54%
20182.37%8.84%7.41%-21.35%
20176.36%5.32%6.56%5.27%
2016-6.15%4.56%8.50%2.04%
20156.65%3.38%-12.58%4.45%
20140.39%-0.31%-5.80%7.11%
201311.07%4.23%13.62%8.06%
201214.70%-4.82%4.78%-0.38%
201110.88%0.09%-22.00%15.50%
20109.52%-9.06%15.94%16.84%
2009-3.01%19.81%16.86%4.85%
2008-17.35%4.72%-10.79%-29.39%
20073.96%7.52%3.93%-2.41%
200615.45%-9.67%-4.00%9.69%
2005-7.34%3.07%6.07%3.62%
20044.85%-1.03%-3.64%13.88%
2003-4.15%20.41%8.56%17.03%
2002-5.15%-18.25%-23.68%0.00%
2001-24.65%22.07%-26.69%27.04%

Rank in category (by total return)

YTD46
1-month34
3-month47
1-year64
3-year65
5-year71

Load adjusted returns

1-year7.45%
3-year-5.09%
5-year6.07%
10-year8.48%