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Principal Large Cap Value III R4 (PPSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.23+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.71%
5-year average return9.19%
Number of years up16
Number of years down7
Best 1-yr total return (26 Jun 2024)31.05%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return31.05%
Worst 3-yr total return6.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPSSXCategory
YTD7.49%4.44%
1-month2.87%-4.04%
3-month3.53%4.09%
1-year21.42%14.37%
3-year5.59%6.04%
5-year10.60%9.20%
10-year8.68%8.57%
Last bull market21.34%22.97%
Last bear market-11.05%-11.27%

Annual total return (%) history

Year
PPSSXCategory
2024
N/AN/A
2023
9.55%11.63%
2022
-5.37%-5.90%
2021
23.82%26.22%
2020
2.89%2.91%
2019
25.99%25.04%
2018
-6.31%-8.53%
2017
16.42%15.94%
2016
12.80%14.81%
2015
-2.22%-4.05%
2014
12.00%10.21%
2013
31.05%31.21%
2012
15.56%14.57%
2011
-3.35%-0.75%
2010
12.56%13.66%
2009
18.60%24.13%
2008
-41.04%-37.09%
2007
-4.05%1.42%
2006
21.47%18.15%
2005
4.82%5.95%
2004
12.94%12.97%
2003
26.98%28.44%
2002
-13.96%-18.69%
2001
5.42%-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.60%N/AN/AN/A
2023-1.42%4.67%-2.52%8.91%
2022-0.56%-11.05%-4.89%12.49%
202110.45%4.91%-1.20%8.15%
2020-27.01%15.53%4.94%16.28%
201910.45%4.42%3.08%5.98%
2018-2.48%2.06%6.88%-11.92%
20173.61%2.80%2.60%6.52%
20160.28%3.63%2.56%5.84%
20150.32%0.70%-8.17%5.40%
20142.92%3.98%0.00%4.65%
201310.90%4.01%4.02%9.22%
201211.43%-3.05%5.62%1.27%
20116.28%-1.02%-18.38%12.56%
20106.45%-13.04%10.04%10.50%
2009-15.36%15.73%15.95%4.43%
2008-10.18%-8.22%-8.86%-21.53%
20070.33%5.14%-1.05%-8.07%
20065.24%0.14%6.75%7.96%
2005-0.90%1.36%3.21%1.10%
20042.99%0.40%0.16%9.05%
2003-5.10%15.59%2.37%13.08%
20023.74%-7.90%-18.55%10.55%
2001-1.31%6.62%-7.28%8.04%

Rank in category (by total return)

YTD55
1-month60
3-month58
1-year60
3-year66
5-year67

Load adjusted returns

1-year21.42%
3-year5.59%
5-year10.60%
10-year8.68%