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Principal SmallCap Value II R6 (PSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.07+0.06 (+0.50%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.31%
5-year average return9.45%
Number of years up6
Number of years down3
Best 1-yr total return (30 June 2024)32.50%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return32.50%
Worst 3-yr total return3.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSMVXCategory
YTD1.56%26.79%
1-month4.48%-1.77%
3-month2.74%4.45%
1-year23.32%71.02%
3-year4.79%9.35%
5-year11.53%12.17%
10-year8.07%9.95%
Last bull market25.84%28.07%
Last bear market-12.01%-24.24%

Annual total return (%) history

Year
PSMVXCategory
2024
N/AN/A
2023
20.15%N/A
2022
-9.29%N/A
2021
32.50%N/A
2020
3.64%4.02%
2019
23.24%21.43%
2018
-14.37%-15.46%
2017
6.94%8.54%
2016
25.30%25.99%
2015
-4.01%-6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.53%N/AN/AN/A
20233.44%5.18%-3.43%14.35%
2022-1.86%-12.01%-5.03%10.61%
202119.13%5.28%-1.77%7.54%
2020-35.52%19.49%2.48%31.25%
201913.24%2.06%0.29%6.33%
2018-2.20%5.98%1.79%-18.84%
2017-0.46%-0.69%5.02%3.01%
20161.08%2.77%7.57%12.14%
20154.33%0.45%-10.27%2.07%

Rank in category (by total return)

YTD67
1-month53
3-month58
1-year55
3-year28
5-year34

Load adjusted returns

1-year23.32%
3-year4.79%
5-year11.53%
10-year8.07%