Nasdaq - Delayed Quote USD

Principal SmallCap Growth Fund I (PGRTX)

14.25 +0.14 (+0.99%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.06%
5y Average Return 6.21%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 43.00%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 43.00%
Worst 3Y Total Return -3.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGRTX
Category
YTD
7.38%
12.40%
1-Month
1.95%
3.37%
3-Month
7.38%
4.88%
1-Year
17.46%
55.69%
3-Year
-2.32%
19.34%
5-Year
8.42%
20.72%
10-Year
9.27%
13.98%
Last Bull Market
35.47%
27.85%
Last Bear Market
-19.03%
-24.06%

Annual Total Return (%) History

Year
PGRTX
Category
2024
--
--
2023
16.43%
--
2022
-28.55%
--
2021
7.24%
--
2020
42.06%
38.62%
2019
33.59%
27.68%
2018
-5.42%
-5.76%
2017
26.32%
21.50%

2016
9.25%
11.20%
2015
1.19%
-2.41%
2014
1.54%
2.44%
2013
43.00%
40.91%
2012
14.63%
13.15%
2011
0.54%
-3.55%
2010
35.68%
26.98%
2009
42.92%
35.46%
2008
-45.18%
-41.55%
2007
13.97%
7.59%
2006
10.44%
10.81%
2005
5.56%
6.02%
2004
14.61%
12.41%
2003
47.36%
45.54%
2002
-40.51%
-27.88%
2001
-13.93%
-8.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.38% -- -- --
2023 6.44% 6.28% -7.66% 11.46%
2022 -14.51% -19.03% -1.61% 4.90%
2021 2.78% 5.04% -1.72% 1.07%
2020 -22.08% 33.84% 8.99% 24.98%
2019 21.38% 6.42% -6.46% 10.57%
2018 2.51% 8.97% 7.57% -21.29%
2017 6.51% 5.39% 6.79% 5.39%
2016 -6.09% 4.84% 8.58% 2.20%
2015 6.73% 3.55% -12.49% 4.63%

2014 0.49% -0.21% -5.62% 7.28%
2013 11.24% 4.40% 13.74% 8.26%
2012 14.83% -4.67% 4.99% -0.26%
2011 11.11% 0.17% -21.88% 15.64%
2010 9.67% -8.93% 16.10% 17.01%
2009 -2.87% 19.78% 16.98% 5.02%
2008 -17.32% 5.00% -10.77% -29.22%
2007 4.14% 7.65% 4.06% -2.31%
2006 15.59% -9.50% -3.99% 9.95%
2005 -7.18% 3.25% 6.17% 3.76%
2004 5.05% -0.88% -3.44% 14.00%
2003 -3.91% 20.37% 8.80% 17.11%
2002 -5.01% -18.14% -23.65% 0.20%
2001 -24.65% 22.21% -26.55% 27.26%

Rank in Category (By Total Return)

YTD 45
1-Month 71
3-Month 45
1-Year 53
3-Year 59
5-Year 55

Load Adjusted Returns

1-Year 17.46%
3-Year -2.32%
5-Year 8.42%
10-Year 9.27%

Performance & Risk

YTD Return 1.06%
5y Average Return 6.21%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Principal Funds
Net Assets 2.58B
YTD Return 7.38%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2001

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations at the time of purchase. The fund may invest up to 30% of the fund's assets using an index sampling strategy designed to match the performance of the Russell 2000® Growth Index.

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