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Australia markets closed
ALL ORDS
8,416.60
-57.70
(-0.68%)
ASX 200
8,150.00
-55.20
(-0.67%)
AUD/USD
0.6799
-0.0045
(-0.65%)
OIL
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(+1.00%)
GOLD
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Bitcoin AUD
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(+1.51%)
Principal SmallCap Value Fund II Class A (PSVAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.74
+0.02
(+0.16%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
12.25%
5-year average return
0.00%
Number of years up
4
Number of years down
2
Best 1-yr total return (3 Feb 2019)
24.82%
Worst 1-yr total return (3 Feb 2019)
-14.73%
Best 3-yr total return
24.82%
Worst 3-yr total return
2.54%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PSVAX
Category
YTD
14.16%
26.79%
1-month
5.46%
-1.77%
3-month
21.66%
4.45%
1-year
21.90%
71.02%
3-year
7.33%
9.35%
5-year
7.38%
12.17%
10-year
0.00%
9.95%
Last bull market
27.19%
28.07%
Last bear market
-25.95%
-24.24%
Annual total return (%) history
Year
PSVAX
Category
2020
3.24%
4.02%
2019
22.49%
21.43%
2018
-14.73%
-15.46%
2017
6.39%
8.54%
2016
24.82%
25.99%
2015
-4.51%
-6.71%
2014
N/A
3.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-35.48%
19.14%
2.40%
31.16%
2019
13.03%
1.89%
0.20%
6.15%
2018
-2.30%
5.88%
1.66%
-18.92%
2017
-0.61%
-0.77%
4.91%
2.83%
2016
1.09%
2.60%
7.44%
12.01%
2015
4.11%
0.30%
-10.24%
1.89%
2014
-6.75%
8.01%
N/A
N/A
Rank in category (by total return)
YTD
66
1-month
66
3-month
55
1-year
60
3-year
44
5-year
58
Load adjusted returns
1-year
4.48%
3-year
0.78%
5-year
8.31%
10-year
7.78%
Data disclaimer
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