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Principal Overseas Fund (PINZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.810.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.41%
5-year average return8.34%
Number of years up10
Number of years down5
Best 1-yr total return (26 June 2024)26.88%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return26.88%
Worst 3-yr total return-2.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPINZXCategory
YTD5.25%11.56%
1-month5.35%-2.20%
3-month7.47%4.11%
1-year16.46%35.63%
3-year5.97%5.74%
5-year10.39%8.25%
10-year4.52%4.29%
Last bull market14.77%13.65%
Last bear market-8.68%-23.43%

Annual total return (%) history

Year
PINZXCategory
2024
N/AN/A
2023
22.61%N/A
2022
-4.89%N/A
2021
11.19%N/A
2020
4.08%0.88%
2019
20.83%17.80%
2018
-17.86%-15.44%
2017
25.59%22.08%
2016
1.61%3.34%
2015
-4.79%-3.10%
2014
-5.41%-6.32%
2013
21.70%20.81%
2012
20.05%16.21%
2011
-11.45%-12.77%
2010
7.91%7.48%
2009
26.88%30.33%
2008
N/A-42.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.50%N/AN/AN/A
202311.46%4.17%-3.26%9.16%
2022-0.47%-8.68%-13.27%20.66%
20218.02%3.08%-1.76%1.64%
2020-31.40%19.39%3.30%23.03%
201910.08%1.28%-1.79%10.36%
2018-2.19%-2.33%0.55%-14.50%
20178.20%5.22%6.36%3.72%
2016-3.08%-2.19%6.04%1.08%
20153.11%1.13%-10.99%2.58%
20141.11%3.20%-4.57%-5.01%
20131.36%0.86%11.01%7.24%
201212.66%-6.98%7.29%6.78%
20115.35%1.34%-21.11%5.13%
20101.40%-14.80%18.02%5.83%
2009-15.66%22.88%21.69%0.61%
2008-11.71%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month25
3-month38
1-year78
3-year21
5-year8

Load adjusted returns

1-year16.46%
3-year5.97%
5-year10.39%
10-year4.52%