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Principal SAM Strategic Growth Inst (PSWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.83+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.53%
5-year average return10.68%
Number of years up11
Number of years down5
Best 1-yr total return (24 Jun 2024)27.41%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return27.41%
Worst 3-yr total return3.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSWIXCategory
YTD8.71%13.38%
1-month4.02%1.16%
3-month3.32%6.75%
1-year24.49%40.77%
3-year4.70%13.59%
5-year11.38%13.52%
10-year8.73%10.48%
Last bull market24.27%21.11%
Last bear market-14.82%-19.34%

Annual total return (%) history

Year
PSWIXCategory
2024
N/AN/A
2023
21.82%N/A
2022
-18.83%N/A
2021
19.79%N/A
2020
15.45%15.41%
2019
27.33%24.78%
2018
-8.65%-9.27%
2017
22.12%18.41%
2016
6.05%8.45%
2015
-1.79%-1.74%
2014
8.53%5.50%
2013
27.41%26.84%
2012
15.36%15.29%
2011
-1.93%-4.13%
2010
16.05%14.83%
2009
27.08%30.03%
2008
-37.30%-38.64%
2007
N/A7.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.46%N/AN/AN/A
20235.77%6.72%-3.39%11.71%
2022-6.90%-14.82%-6.05%8.95%
20215.65%7.92%-1.30%6.45%
2020-22.11%19.33%8.07%14.95%
201912.22%4.20%1.02%7.79%
2018-0.65%0.95%3.62%-12.10%
20176.23%3.73%5.70%4.84%
2016-0.06%1.44%4.44%0.16%
20152.02%-0.10%-7.55%4.23%
20141.70%4.42%-1.32%3.57%
20139.09%0.97%6.50%8.61%
201211.52%-3.68%5.72%1.57%
20115.34%0.39%-16.38%10.90%
20105.10%-10.30%12.06%9.85%
2009-10.30%15.75%15.78%5.71%
2008-9.65%-0.72%-10.15%-22.21%
20075.55%3.62%-1.43%N/A

Rank in category (by total return)

YTD19
1-month44
3-month36
1-year7
3-year11
5-year18

Load adjusted returns

1-year24.49%
3-year4.70%
5-year11.38%
10-year8.73%