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Principal LargeCap Growth I R4 (PPUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.11-0.15 (-0.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.61%
5-year average return13.90%
Number of years up18
Number of years down5
Best 1-yr total return (20 Jun 2024)51.61%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return51.61%
Worst 3-yr total return2.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPUSXCategory
YTD9.44%12.38%
1-month3.88%5.09%
3-month0.68%10.28%
1-year29.43%41.70%
3-year4.46%22.56%
5-year14.34%21.98%
10-year13.60%15.99%
Last bull market29.10%25.99%
Last bear market-21.61%-17.29%

Annual total return (%) history

Year
PPUSXCategory
2024
N/AN/A
2023
40.13%N/A
2022
-34.25%N/A
2021
21.34%N/A
2020
35.60%35.86%
2019
34.52%31.90%
2018
3.35%-2.09%
2017
33.24%27.67%
2016
0.69%3.23%
2015
7.76%3.60%
2014
8.24%10.00%
2013
36.11%33.92%
2012
16.11%15.34%
2011
-0.69%-2.46%
2010
19.41%15.53%
2009
51.61%35.68%
2008
-40.81%-40.67%
2007
7.93%13.35%
2006
5.68%7.05%
2005
7.19%6.71%
2004
8.88%7.81%
2003
23.54%28.66%
2002
-28.06%-27.64%
2001
-14.75%-22.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
202312.80%12.74%-3.58%14.29%
2022-13.88%-21.61%-5.65%3.21%
20210.98%13.15%-0.10%6.30%
2020-13.75%27.76%11.48%10.38%
201917.16%4.26%0.55%9.52%
20185.21%6.36%7.43%-14.03%
20179.79%6.39%6.01%7.60%
2016-3.37%-0.09%5.51%-1.15%
20154.56%0.65%-5.22%8.03%
20140.08%2.96%0.32%4.70%
20138.95%2.61%10.08%10.61%
201217.97%-6.92%6.59%-0.79%
20116.01%0.00%-15.23%10.51%
20104.92%-10.90%14.08%11.97%
20091.01%19.56%16.03%8.20%
2008-11.34%2.15%-15.42%-22.74%
20070.12%7.25%4.70%-3.99%
20061.49%-5.14%3.10%6.47%
2005-6.68%6.46%2.84%4.90%
20040.70%1.66%-4.48%11.36%
2003-1.89%12.08%2.34%9.77%
2002-3.46%-15.11%-16.89%5.63%
2001-18.12%9.14%-15.33%12.67%

Rank in category (by total return)

YTD72
1-month75
3-month75
1-year64
3-year74
5-year69

Load adjusted returns

1-year29.43%
3-year4.46%
5-year14.34%
10-year13.60%