Principal LargeCap Growth I R5 (PPUPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return16.13%
5-year average return14.29%
Number of years up18
Number of years down5
Best 1-yr total return (27 June 2024)51.99%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return51.99%
Worst 3-yr total return2.79%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPPUPXCategory
YTD9.49%12.38%
1-month3.88%5.09%
3-month0.74%10.28%
1-year29.54%41.70%
3-year4.59%22.56%
5-year14.48%21.98%
10-year13.73%15.99%
Last bull market29.21%25.99%
Last bear market-21.60%-17.29%
Annual total return (%) history
YearPPUPXCategory
2024N/AN/A
202340.23%N/A
2022-34.17%N/A
202121.53%N/A
202035.75%35.86%
201934.69%31.90%
20183.44%-2.09%
201733.45%27.67%
20160.76%3.23%
20157.91%3.60%
20148.38%10.00%
201336.37%33.92%
201216.23%15.34%
2011-0.58%-2.46%
201019.53%15.53%
200951.99%35.68%
2008-40.87%-40.67%
20078.09%13.35%
20065.87%7.05%
20057.39%6.71%
20048.97%7.81%
200323.77%28.66%
2002-27.87%-27.64%
2001-14.54%-22.30%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.79%N/AN/AN/A
202312.82%12.74%-3.59%14.37%
2022-13.91%-21.60%-5.59%3.32%
20210.98%13.18%0.00%6.34%
2020-13.75%27.82%11.53%10.41%
201917.17%4.28%0.60%9.58%
20185.24%6.34%7.48%-14.01%
20179.84%6.35%6.05%7.73%
2016-3.36%-0.09%5.53%-1.12%
20154.61%0.63%-5.16%8.08%
20140.16%2.98%0.31%4.75%
20139.09%2.65%10.06%10.65%
201218.12%-6.89%6.57%-0.83%
20116.03%0.00%-15.20%10.58%
20104.98%-10.99%14.17%12.04%
20091.20%19.69%15.95%8.23%
2008-11.43%2.26%-15.34%-22.89%
20070.12%7.29%4.64%-3.84%
20061.48%-5.09%3.19%6.52%
2005-6.75%6.69%2.82%4.99%
20040.55%1.79%-4.45%11.44%
2003-1.88%12.20%2.33%9.87%
2002-3.45%-15.07%-16.84%5.79%
2001-18.02%9.13%-15.31%12.80%
Rank in category (by total return)
YTD72
1-month74
3-month74
1-year63
3-year73
5-year67
Load adjusted returns
1-year29.54%
3-year4.59%
5-year14.48%
10-year13.73%
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