Principal Large Cap Value III R3 (PPSFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return6.87%
5-year average return8.57%
Number of years up16
Number of years down7
Best 1-yr total return (2 July 2024)30.71%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return30.71%
Worst 3-yr total return6.22%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPPSFXCategory
YTD6.92%4.44%
1-month-0.48%-4.04%
3-month-1.53%4.09%
1-year13.37%14.37%
3-year5.64%6.04%
5-year8.87%9.20%
10-year8.21%8.57%
Last bull market21.27%22.97%
Last bear market-11.08%-11.27%
Annual total return (%) history
YearPPSFXCategory
2024N/AN/A
20239.39%11.63%
2022-5.61%-5.90%
202123.63%26.22%
20202.69%2.91%
201925.72%25.04%
2018-6.46%-8.53%
201716.26%15.94%
201612.54%14.81%
2015-2.40%-4.05%
201411.75%10.21%
201330.71%31.21%
201215.33%14.57%
2011-3.45%-0.75%
201012.27%13.66%
200918.45%24.13%
2008-41.18%-37.09%
2007-4.20%1.42%
200621.17%18.15%
20054.67%5.95%
200412.71%12.97%
200326.74%28.44%
2002-12.10%-18.69%
20015.14%-4.99%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20248.59%-1.53%N/AN/A
2023-1.39%4.62%-2.58%8.84%
2022-0.63%-11.08%-4.95%12.39%
202110.41%4.86%-1.28%8.16%
2020-27.03%15.43%4.96%16.16%
201910.34%4.39%3.05%5.92%
2018-2.49%1.97%6.82%-11.94%
20173.60%2.75%2.56%6.48%
20160.20%3.63%2.53%5.71%
20150.31%0.61%-8.19%5.34%
20142.82%3.92%0.00%4.59%
201310.78%3.96%3.96%9.18%
201211.34%-3.13%5.54%1.32%
20116.27%-1.07%-18.35%12.48%
20106.36%-13.06%9.98%10.40%
2009-15.32%15.59%15.90%4.41%
2008-10.21%-8.25%-8.90%-21.63%
20070.32%5.09%-1.09%-8.12%
20065.12%0.14%6.75%7.83%
2005-0.95%1.33%3.22%1.03%
20043.00%0.31%0.16%8.91%
2003-5.19%15.57%2.32%13.05%
20023.74%-7.99%-18.58%13.11%
2001-1.40%6.53%-7.29%7.97%
Rank in category (by total return)
YTD54
1-month46
3-month50
1-year62
3-year68
5-year70
Load adjusted returns
1-year13.37%
3-year5.64%
5-year8.87%
10-year8.21%
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