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Principal Fds, Inc. Largecap Growth Fd I Cl R-1: (MF: PCRSX)
(NASDAQ Mutual Funds) As of May 6, 2024 08:00 PM ET
$13.55 USD
+0.17 (1.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.63 | 40 |
| 3 months | 10.63 | 40 |
| 6 months | 26.26 | 26 |
| 1 Year | 36.82 | 18 |
| 3 Year | 6.52 | 65 |
| 5 Year | 13.47 | 39 |
| 10 Year | 11.78 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.31 |
| Bull Market (2/09 - 3/21) | 776.84 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 36.82 |
| 5 Year | 13.46 |
| 10 Year | 11.78 |
| Since Inception | 10.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.63 | NA | NA | NA |
| 2023 | 12.73 | 12.58 | -3.75 | 14.12 |
| 2022 | -14.03 | -21.70 | -5.82 | 3.16 |
| 2021 | 0.79 | 13.05 | -0.21 | 6.21 |
| 2020 | -13.88 | 27.57 | 11.39 | 10.21 |
| 2019 | 16.91 | 4.11 | 0.45 | 9.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.63 | 39.41 | -34.60 | 20.77 | 34.88 | 33.82 | 2.91 | 32.66 | 0.10 | -5.89 | 7.75 |
| % Total Return Rel to Index | 0.07 | 13.16 | -16.39 | -7.91 | 16.48 | 2.33 | 7.30 | 10.86 | -11.83 | -7.28 | -5.89 |
| % Total Return Rel to Peer | 0.68 | 16.41 | -14.90 | -1.28 | 14.96 | 5.40 | 9.77 | 11.98 | -7.71 | -4.29 | -0.45 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 0.00 | 1.27 |
| Expense Ratio | 0.00 | 1.47 | 1.47 | 1.46 | 1.47 | 1.47 | 1.47 | 1.47 | 1.47 | 1.47 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%