Principal Fds, Inc. Largecap Growth Fd I, Instl Cl: (MF: PLGIX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$20.52 USD
-0.25 (-1.20%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 15.87 | 26 |
3 months | 4.87 | 19 |
6 months | 15.87 | 26 |
1 Year | 28.29 | 20 |
3 Year | 4.66 | 61 |
5 Year | 14.49 | 26 |
10 Year | 14.38 | 9 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 81.26 |
Bear Market (10/07 - 2/09) | -50.94 |
Bull Market (2/09 - 3/21) | 1,142.40 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 28.29 |
5 Year | 14.49 |
10 Year | 14.38 |
Since Inception | 8.16 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.48 | 4.87 | NA | NA |
2023 | 12.87 | 12.82 | -3.52 | 14.76 |
2022 | -13.86 | -21.52 | -5.59 | 3.34 |
2021 | 1.02 | 13.23 | 0.00 | 6.40 |
2020 | -13.62 | 27.81 | 11.55 | 10.44 |
2019 | 17.23 | 4.30 | 0.63 | 9.60 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 15.87 | 40.98 | -34.04 | 21.71 | 36.01 | 34.87 | 3.70 | 33.66 | 1.01 | 8.17 | 8.65 |
% Total Return Rel to Index | 0.57 | 14.73 | -15.84 | -6.96 | 17.61 | 3.38 | 8.09 | 11.86 | -10.92 | 6.78 | -4.99 |
% Total Return Rel to Peer | 5.20 | 17.98 | -14.34 | -0.34 | 16.09 | 6.45 | 10.56 | 12.98 | -6.80 | 9.77 | 0.44 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.02 | 0.01 | 0.01 | 0.03 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.11 | 0.13 | 0.07 | 0.05 | 0.25 |
Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 1.48 | 1.27 |
Expense Ratio | 0.00 | 0.68 | 0.68 | 0.67 | 0.68 | 0.68 | 0.67 | 0.63 | 0.62 | 0.61 | 0.61 |
* 1 = Top 20%, 5 = Bottom 20%