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Principal Fds, Inc. Largecap Growth Fd I Cl R-5: (MF: PPUPX)
(NASDAQ Mutual Funds) As of May 28, 2024 08:00 PM ET
$18.02 USD
+0.04 (0.22%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.39 | 45 |
| 3 months | 2.47 | 77 |
| 6 months | 22.91 | 34 |
| 1 Year | 29.23 | 19 |
| 3 Year | 2.93 | 67 |
| 5 Year | 12.28 | 30 |
| 10 Year | 13.62 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 79.28 |
| Bear Market (10/07 - 2/09) | -48.78 |
| Bull Market (2/09 - 3/21) | 994.06 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 37.71 |
| 5 Year | 14.17 |
| 10 Year | 13.95 |
| Since Inception | 7.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.79 | NA | NA | NA |
| 2023 | 12.81 | 12.73 | -3.59 | 14.36 |
| 2022 | -13.91 | -21.59 | -5.59 | 3.32 |
| 2021 | 0.98 | 13.18 | 0.00 | 6.34 |
| 2020 | -13.75 | 27.81 | 11.53 | 10.37 |
| 2019 | 17.16 | 4.28 | 0.59 | 9.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.39 | 40.22 | -34.16 | 21.54 | 35.70 | 34.73 | 3.47 | 33.41 | 0.78 | 7.90 | 8.38 |
| % Total Return Rel to Index | -0.65 | 13.98 | -15.95 | -7.14 | 17.30 | 3.24 | 7.86 | 11.61 | -11.15 | 6.51 | -5.25 |
| % Total Return Rel to Peer | 0.56 | 17.22 | -14.46 | -0.51 | 15.78 | 6.31 | 10.33 | 12.73 | -7.03 | 9.50 | 0.18 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 |
| Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 1.48 | 1.27 |
| Expense Ratio | 0.00 | 0.85 | 0.85 | 0.84 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%