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Principal International Sml Compny Instl (PISMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.47+0.08 (+0.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.90%
5-year average return2.37%
Number of years up7
Number of years down2
Best 1-yr total return (2 July 2024)35.77%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return35.77%
Worst 3-yr total return-3.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPISMXCategory
YTD2.40%12.18%
1-month-3.21%-0.68%
3-month-2.38%6.41%
1-year7.75%43.30%
3-year-3.57%7.71%
5-year2.39%11.00%
10-year3.52%7.08%
Last bull market20.99%15.99%
Last bear market-16.54%-22.93%

Annual total return (%) history

Year
PISMXCategory
2024
N/AN/A
2023
13.16%N/A
2022
-21.92%N/A
2021
8.21%N/A
2020
5.59%10.92%
2019
26.69%22.52%
2018
-20.24%-19.13%
2017
35.77%31.58%
2016
1.33%1.79%
2015
8.17%3.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.90%-2.38%N/AN/A
20236.66%0.83%-4.33%9.99%
2022-9.93%-16.54%-8.66%13.71%
20214.73%4.27%-0.85%-0.05%
2020-30.37%21.37%9.90%13.70%
201912.26%3.67%-0.19%9.06%
20180.00%-2.13%-0.65%-17.97%
20178.38%8.48%9.38%5.57%
2016-1.34%-1.36%8.48%-4.02%
20155.18%4.40%-6.33%5.16%

Rank in category (by total return)

YTD47
1-month64
3-month90
1-year69
3-year75
5-year95

Load adjusted returns

1-year7.75%
3-year-3.57%
5-year2.39%
10-year3.52%