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Principal Global Opportunities Fund Class A (PGLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.54000.0000 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.15%
5-year average return5.71%
Number of years up4
Number of years down1
Best 1-yr total return (3 Feb 2019)21.60%
Worst 1-yr total return (3 Feb 2019)-9.17%
Best 3-yr total return21.60%
Worst 3-yr total return1.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGLAXCategory
YTD13.72%4.69%
1-month2.47%2.16%
3-month6.57%4.69%
1-year4.63%57.22%
3-year8.58%11.58%
5-year4.37%12.57%
10-year0.00%9.03%
Last bull market0.00%18.98%
Last bear market0.00%-19.69%

Annual total return (%) history

Year
PGLAXCategory
2019
N/A25.68%
2018
-9.17%-9.64%
2017
21.60%23.61%
2016
0.12%5.54%
2015
0.20%-1.69%
2014
3.71%2.79%
2013
N/A25.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
201910.67%1.65%-3.25%N/A
2018-1.20%-0.40%5.19%-12.25%
20175.30%5.54%4.45%4.76%
2016-2.19%0.36%2.50%-0.49%
20151.90%0.76%-6.80%4.72%
20140.64%4.64%-1.83%0.32%
20139.11%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month56
3-month62
1-year97
3-year81
5-year87

Load adjusted returns

1-year-1.13%
3-year6.55%
5-year3.19%
10-yearN/A