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Principal SmallCap Value II R4 (PSTWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43-0.12 (-1.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.94%
5-year average return9.14%
Number of years up13
Number of years down6
Best 1-yr total return (2 July 2024)38.68%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return38.68%
Worst 3-yr total return2.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSTWXCategory
YTD-0.34%26.79%
1-month-1.69%-1.77%
3-month-3.65%4.45%
1-year9.88%71.02%
3-year4.35%9.35%
5-year9.36%12.17%
10-year7.02%9.95%
Last bull market25.58%28.07%
Last bear market-12.13%-24.24%

Annual total return (%) history

Year
PSTWXCategory
2024
N/AN/A
2023
19.72%N/A
2022
-9.65%N/A
2021
31.99%N/A
2020
3.26%4.02%
2019
22.81%21.43%
2018
-14.71%-15.46%
2017
6.49%8.54%
2016
24.88%25.99%
2015
-4.36%-6.71%
2014
5.69%3.34%
2013
38.68%36.22%
2012
17.14%16.00%
2011
-6.03%-4.45%
2010
26.98%26.17%
2009
32.00%31.32%
2008
-37.36%-32.24%
2007
-9.34%-6.08%
2006
20.05%16.27%
2005
7.38%6.40%
2004
N/A21.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.43%-3.65%N/AN/A
20233.39%5.01%-3.49%14.25%
2022-1.93%-12.13%-5.04%10.41%
202119.00%5.22%-1.90%7.46%
2020-35.59%19.39%2.32%31.23%
201913.07%2.03%0.20%6.24%
2018-2.26%5.89%1.69%-18.97%
2017-0.55%-0.78%4.91%2.88%
20161.01%2.65%7.47%12.06%
20154.18%0.38%-10.26%1.91%
20141.56%3.29%-6.73%8.02%
201312.44%3.26%8.64%9.95%
201211.65%-4.31%5.97%3.47%
20117.98%-2.92%-22.34%15.43%
201010.77%-11.28%10.96%16.45%
2009-16.32%23.27%23.81%3.35%
2008-7.80%-6.21%-0.46%-27.23%
20072.45%2.91%-6.90%-7.64%
200613.77%-4.11%0.54%9.46%
2005-2.57%2.20%5.77%1.96%
2004-3.32%14.81%N/AN/A

Rank in category (by total return)

YTD63
1-month25
3-month43
1-year61
3-year30
5-year38

Load adjusted returns

1-year9.88%
3-year4.35%
5-year9.36%
10-year7.02%