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Principal SmallCap Fund R-2 Class (PSBNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.45+0.72 (+2.80%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return13.80%
5-year average return7.73%
Number of years up15
Number of years down5
Best 1-yr total return (3 Feb 2019)47.17%
Worst 1-yr total return (3 Feb 2019)-37.12%
Best 3-yr total return47.17%
Worst 3-yr total return-10.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSBNXCategory
YTD12.84%20.19%
1-month7.61%0.02%
3-month19.87%4.36%
1-year52.28%60.18%
3-year15.72%11.32%
5-year11.49%13.88%
10-year0.00%11.19%
Last bull market31.85%27.98%
Last bear market-24.84%-24.08%

Annual total return (%) history

Year
PSBNXCategory
2020
21.25%10.99%
2019
26.69%23.75%
2018
-11.33%-12.72%
2017
12.16%12.28%
2016
16.48%20.78%
2015
-0.80%-5.38%
2014
4.22%3.79%
2013
47.17%37.39%
2012
14.00%15.46%
2011
-2.28%-4.07%
2010
23.12%25.61%
2009
21.23%31.80%
2008
-37.12%-36.56%
2007
1.19%-1.10%
2006
13.37%15.03%
2005
8.97%6.75%
2004
15.59%18.94%
2003
41.74%43.41%
2002
-17.51%-16.22%
2001
6.66%8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-30.56%28.29%8.33%25.63%
201915.73%3.12%-1.21%7.45%
20180.77%9.26%1.40%-20.58%
20172.72%-0.50%4.67%4.85%
2016-2.88%4.17%6.59%8.01%
20157.07%1.05%-9.78%1.63%
20142.49%3.02%-8.93%8.39%
201315.09%1.51%12.53%11.94%
201212.45%-4.92%5.92%0.66%
20116.83%0.13%-22.54%17.94%
20107.97%-9.33%9.57%14.78%
2009-15.61%17.61%16.58%4.77%
2008-10.55%0.15%-4.69%-26.35%
20073.58%5.13%-1.93%-5.25%
200612.26%-5.34%-2.43%9.34%
2005-2.19%5.22%5.42%0.44%
20045.51%-1.58%-1.33%12.81%
2003-2.26%19.73%7.98%12.17%
20022.88%-5.84%-16.16%1.56%
2001-8.02%11.85%-12.17%18.03%

Rank in category (by total return)

YTD75
1-month71
3-month76
1-year27
3-year18
5-year25

Load adjusted returns

1-year48.13%
3-year14.50%
5-year16.59%
10-year12.28%