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Principal SmallCap Inst (PSLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.43+0.19 (+0.70%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.55%
5-year average return8.29%
Number of years up16
Number of years down6
Best 1-yr total return (25 Jun 2024)48.23%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return48.23%
Worst 3-yr total return3.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSLIXCategory
YTD3.65%20.19%
1-month3.54%0.02%
3-month0.54%4.36%
1-year17.68%60.18%
3-year-0.61%11.32%
5-year9.85%13.88%
10-year8.20%11.19%
Last bull market29.74%27.98%
Last bear market-17.07%-24.08%

Annual total return (%) history

Year
PSLIXCategory
2024
N/AN/A
2023
15.75%N/A
2022
-20.17%N/A
2021
19.95%N/A
2020
21.97%10.99%
2019
27.54%23.75%
2018
-10.68%-12.72%
2017
12.93%12.28%
2016
17.29%20.78%
2015
-0.04%-5.38%
2014
4.94%3.79%
2013
48.23%37.39%
2012
14.80%15.46%
2011
-1.56%-4.07%
2010
24.01%25.61%
2009
22.02%31.80%
2008
-36.64%-36.56%
2007
2.00%-1.10%
2006
14.24%15.03%
2005
9.76%6.75%
2004
16.46%18.94%
2003
42.91%43.41%
2002
-17.07%-16.22%
2001
N/A8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.68%N/AN/AN/A
20235.89%4.66%-6.25%11.40%
2022-7.67%-17.07%-1.60%5.94%
202113.02%5.87%-2.22%2.52%
2020-30.46%28.48%8.52%25.79%
201915.93%3.25%-1.02%7.65%
20180.98%9.40%1.59%-20.42%
20172.86%-0.33%4.87%5.04%
2016-2.68%4.26%6.78%8.25%
20157.30%1.23%-9.63%1.84%
20142.69%3.22%-8.78%8.53%
201315.30%1.69%12.79%12.10%
201212.63%-4.72%6.11%0.82%
20117.00%0.38%-22.45%18.19%
20108.17%-9.19%9.78%15.00%
2009-15.46%17.80%16.75%4.94%
2008-10.42%0.36%-4.58%-26.13%
20073.73%5.40%-1.76%-5.03%
200612.51%-5.19%-2.20%9.51%
2005-2.04%5.44%5.61%0.62%
20045.66%-1.30%-1.18%13.02%
2003-1.96%19.83%8.19%12.45%
20023.00%-5.58%-16.14%1.68%
200112.23%-12.05%18.33%N/A

Rank in category (by total return)

YTD47
1-month87
3-month86
1-year83
3-year77
5-year55

Load adjusted returns

1-year17.68%
3-year-0.61%
5-year9.85%
10-year8.20%