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Principal International Small Company Fund Class A (PICAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.31-0.04 (-0.32%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.78%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)35.61%
Worst 1-yr total return (3 Feb 2019)-20.50%
Best 3-yr total return35.61%
Worst 3-yr total return1.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPICAXCategory
YTD4.15%12.18%
1-month1.57%-0.68%
3-month11.23%6.41%
1-year12.44%43.30%
3-year2.60%7.71%
5-year7.26%11.00%
10-year0.00%7.08%
Last bull market0.00%15.99%
Last bear market0.00%-22.93%

Annual total return (%) history

Year
PICAXCategory
2020
5.20%10.92%
2019
26.15%22.52%
2018
-20.50%-19.13%
2017
35.61%31.58%
2016
0.81%1.79%
2015
7.73%3.79%
2014
N/A-5.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-30.45%21.19%9.84%13.62%
201912.07%3.59%-0.28%8.97%
20180.00%-2.30%-0.73%-18.03%
20178.33%8.55%9.36%5.45%
2016-1.35%-1.58%8.43%-4.25%
20155.07%4.30%-6.44%5.07%
2014-7.86%-1.54%N/AN/A

Rank in category (by total return)

YTD56
1-month56
3-month89
1-year92
3-year70
5-year75

Load adjusted returns

1-year2.15%
3-year-1.77%
5-year7.60%
10-yearN/A