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Principal SAM Strategic Growth R3 (PSGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.56+0.12 (+0.56%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.25%
5-year average return9.72%
Number of years up11
Number of years down5
Best 1-yr total return (2 Jul 2024)26.77%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.77%
Worst 3-yr total return3.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSGPXCategory
YTD10.06%13.38%
1-month1.47%1.16%
3-month1.62%6.75%
1-year18.45%40.77%
3-year4.09%13.59%
5-year9.84%13.52%
10-year8.00%10.48%
Last bull market23.99%21.11%
Last bear market-14.94%-19.34%

Annual total return (%) history

Year
PSGPXCategory
2024
N/AN/A
2023
21.14%N/A
2022
-19.27%N/A
2021
19.14%N/A
2020
14.80%15.41%
2019
26.63%24.78%
2018
-9.17%-9.27%
2017
21.50%18.41%
2016
5.42%8.45%
2015
-2.35%-1.74%
2014
7.90%5.50%
2013
26.77%26.84%
2012
14.67%15.29%
2011
-2.39%-4.13%
2010
15.35%14.83%
2009
26.40%30.03%
2008
-37.66%-38.64%
2007
N/A7.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.31%1.62%N/AN/A
20235.63%6.56%-3.52%11.55%
2022-7.02%-14.94%-6.16%8.78%
20215.53%7.76%-1.46%6.32%
2020-22.21%19.13%7.97%14.74%
201912.11%4.02%0.87%7.65%
2018-0.80%0.81%3.52%-12.26%
20176.06%3.61%5.62%4.67%
2016-0.17%1.28%4.32%-0.05%
20151.84%-0.20%-7.68%4.07%
20141.51%4.26%-1.43%3.42%
20138.97%0.81%6.34%8.53%
201211.37%-3.83%5.57%1.40%
20115.23%0.26%-16.45%10.73%
20104.96%-10.43%11.89%9.65%
2009-10.52%15.71%15.57%5.63%
2008-9.75%-0.91%-10.24%-22.34%
20075.39%3.48%-1.57%N/A

Rank in category (by total return)

YTD25
1-month38
3-month32
1-year23
3-year31
5-year26

Load adjusted returns

1-year18.45%
3-year4.09%
5-year9.84%
10-year8.00%