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Principal SAM Conservative Bal R3 (PCBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.84+0.03 (+0.25%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.81%
5-year average return4.30%
Number of years up12
Number of years down4
Best 1-yr total return (6 May 2024)21.53%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return21.53%
Worst 3-yr total return0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCBPXCategory
YTD0.64%5.91%
1-month-2.85%0.61%
3-month0.20%4.02%
1-year7.20%18.59%
3-year-0.30%8.56%
5-year3.70%7.44%
10-year4.02%6.20%
Last bull market14.61%11.89%
Last bear market-9.98%-8.23%

Annual total return (%) history

Year
PCBPXCategory
2024
N/AN/A
2023
11.33%N/A
2022
-14.95%N/A
2021
8.88%N/A
2020
8.77%8.86%
2019
15.26%14.81%
2018
-4.32%-5.04%
2017
10.67%9.86%
2016
5.61%6.62%
2015
-1.43%-2.32%
2014
5.43%4.02%
2013
10.64%7.23%
2012
10.54%9.40%
2011
1.44%1.70%
2010
11.22%10.03%
2009
21.53%20.77%
2008
-19.24%-18.61%
2007
N/A4.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.59%N/AN/AN/A
20233.47%2.28%-3.03%8.48%
2022-5.43%-9.98%-4.52%4.65%
20211.88%4.64%-0.83%2.99%
2020-11.81%10.30%4.14%7.37%
20196.80%2.91%1.22%3.61%
2018-1.06%0.59%1.79%-5.55%
20173.16%2.00%2.79%2.32%
20161.29%1.93%2.68%-0.38%
20151.77%-0.66%-3.64%1.18%
20141.64%3.03%-1.02%1.72%
20134.12%-0.91%3.04%4.07%
20126.00%-0.73%3.93%1.08%
20112.99%0.92%-7.45%5.45%
20103.46%-3.70%7.00%4.33%
2009-4.44%11.48%10.15%3.56%
2008-3.49%-0.83%-6.22%-10.03%
20072.18%2.76%0.33%N/A

Rank in category (by total return)

YTD33
1-month63
3-month50
1-year24
3-year58
5-year56

Load adjusted returns

1-year7.20%
3-year-0.30%
5-year3.70%
10-year4.02%