Principal Fds, Inc. Largecap Growth Fd I Cl R-1: (MF: PCRSX)
(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET
$14.57 USD
-0.04 (-0.27%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 17.48 | 35 |
3 months | 7.52 | 14 |
6 months | 8.16 | 56 |
1 Year | 26.47 | 30 |
3 Year | 2.38 | 76 |
5 Year | 13.64 | 41 |
10 Year | 11.88 | 32 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -49.31 |
Bull Market (2/09 - 3/21) | 831.13 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 27.19 |
5 Year | 13.59 |
10 Year | 11.98 |
Since Inception | 10.40 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.63 | 4.66 | NA | NA |
2023 | 12.73 | 12.58 | -3.75 | 14.12 |
2022 | -14.03 | -21.70 | -5.82 | 3.16 |
2021 | 0.79 | 13.05 | -0.21 | 6.21 |
2020 | -13.88 | 27.57 | 11.39 | 10.21 |
2019 | 16.91 | 4.11 | 0.45 | 9.44 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 17.48 | 39.41 | -34.60 | 20.77 | 34.88 | 33.82 | 2.91 | 32.66 | 0.10 | -5.89 | 7.75 |
% Total Return Rel to Index | -2.06 | 13.16 | -16.39 | -7.91 | 16.48 | 2.33 | 7.30 | 10.86 | -11.83 | -7.28 | -5.89 |
% Total Return Rel to Peer | 2.63 | 16.41 | -14.90 | -1.28 | 14.96 | 5.40 | 9.77 | 11.98 | -7.71 | -4.29 | -0.45 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 5.00 | 5.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 0.00 | 1.27 |
Expense Ratio | 1.47 | 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%