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Principal Funds, Inc. -smallcap Growth Fund I: (MF: PCSMX)
(NASDAQ Mutual Funds) As of Nov 14, 2024 08:00 PM ET
$16.63 USD
-0.32 (-1.89%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Oct 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.73 | 25 |
| 3 months | 1.41 | 15 |
| 6 months | 11.57 | 24 |
| 1 Year | 35.13 | 23 |
| 3 Year | -3.72 | 80 |
| 5 Year | 9.04 | 49 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Oct 31, 2024
| 1 Year | 26.40 |
| 5 Year | 9.80 |
| 10 Year | NA |
| Since Inception | 10.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.35 | -2.30 | 8.08 | NA |
| 2023 | 6.51 | 6.34 | -7.64 | 11.50 |
| 2022 | -14.44 | -19.00 | -1.60 | 4.89 |
| 2021 | 2.77 | 5.03 | -1.71 | 1.10 |
| 2020 | -22.04 | 33.87 | 9.00 | 25.10 |
| 2019 | 21.30 | 6.43 | -6.47 | 10.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.73 | 16.65 | -28.47 | 7.27 | 42.31 | 33.48 | -5.34 | 26.42 | 9.20 | 1.21 |
| % Total Return Rel to Index | -9.24 | -9.59 | -10.26 | -21.41 | 23.91 | 1.99 | -0.94 | 4.62 | -2.73 | -0.17 |
| % Total Return Rel to Peer | 2.01 | 0.57 | -8.95 | -12.04 | 23.31 | 8.05 | 5.43 | 10.82 | -6.74 | 5.93 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.10 | 2.45 | 0.89 | 1.01 | 2.33 | 0.84 | 0.36 | 1.01 |
| Expense Ratio | 0.84 | 0.84 | 0.84 | 0.83 | 0.86 | 0.99 | 0.99 | 1.01 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%