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Principal SAM Strategic Growth R1 (PSGGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.32+0.17 (+0.80%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.41%
5-year average return9.99%
Number of years up11
Number of years down5
Best 1-yr total return (29 May 2024)26.28%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return26.28%
Worst 3-yr total return2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSGGXCategory
YTD4.16%13.38%
1-month-3.75%1.16%
3-month3.38%6.75%
1-year17.28%40.77%
3-year2.86%13.59%
5-year8.39%13.52%
10-year7.57%10.48%
Last bull market23.82%21.11%
Last bear market-15.02%-19.34%

Annual total return (%) history

Year
PSGGXCategory
2024
N/AN/A
2023
20.82%N/A
2022
-19.53%N/A
2021
18.78%N/A
2020
14.16%15.41%
2019
26.17%24.78%
2018
-9.43%-9.27%
2017
21.05%18.41%
2016
5.18%8.45%
2015
-2.66%-1.74%
2014
7.55%5.50%
2013
26.28%26.84%
2012
14.40%15.29%
2011
-2.78%-4.13%
2010
15.11%14.83%
2009
25.84%30.03%
2008
-37.84%-38.64%
2007
N/A7.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20235.60%6.46%-3.58%11.45%
2022-7.05%-15.02%-6.25%8.67%
20215.46%7.67%-1.53%6.23%
2020-22.26%19.09%7.54%14.66%
201911.99%3.93%0.80%7.54%
2018-0.85%0.71%3.41%-12.29%
20175.96%3.57%5.48%4.58%
2016-0.23%1.23%4.22%-0.07%
20151.84%-0.34%-7.76%3.98%
20141.46%4.17%-1.53%3.33%
20138.79%0.75%6.24%8.45%
201211.32%-3.90%5.46%1.40%
20115.11%0.20%-16.51%10.58%
20104.90%-10.47%11.77%9.66%
2009-10.63%15.53%15.54%5.49%
2008-9.86%-0.97%-10.32%-22.35%
20075.29%3.38%-1.61%N/A

Rank in category (by total return)

YTD25
1-month30
3-month34
1-year18
3-year39
5-year41

Load adjusted returns

1-year17.28%
3-year2.86%
5-year8.39%
10-year7.57%