Nasdaq - Delayed Quote • USD
Principal SAM Strategic Growth Inst (PSWIX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.42% |
| 5y Average Return | 9.74% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 24, 2024) | 27.41% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 27.41% |
| Worst 3Y Total Return | 3.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSWIX
Category
- YTD
- 8.46%
- 13.38%
- 1-Month
- 3.08%
- 1.16%
- 3-Month
- 8.46%
- 6.75%
- 1-Year
- 24.91%
- 40.77%
- 3-Year
- 6.74%
- 13.59%
- 5-Year
- 10.97%
- 13.52%
- 10-Year
- 8.88%
- 10.48%
- Last Bull Market
- 37.15%
- 21.11%
- Last Bear Market
- -14.82%
- -19.34%
Annual Total Return (%) History
Year
PSWIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.46% | -- | -- | -- |
| 2023 | 5.77% | 6.72% | -3.39% | 11.71% |
| 2022 | -6.90% | -14.82% | -6.05% | 8.95% |
| 2021 | 5.65% | 7.92% | -1.30% | 6.45% |
| 2020 | -22.11% | 19.33% | 8.07% | 14.95% |
| 2019 | 12.22% | 4.20% | 1.02% | 7.79% |
| 2018 | -0.65% | 0.95% | 3.62% | -12.10% |
| 2017 | 6.23% | 3.73% | 5.70% | 4.84% |
| 2016 | -0.06% | 1.44% | 4.44% | 0.16% |
| 2015 | 2.02% | -0.10% | -7.55% | 4.23% |
| 2014 | 1.70% | 4.42% | -1.32% | 3.57% |
| 2013 | 9.09% | 0.97% | 6.50% | 8.61% |
| 2012 | 11.52% | -3.68% | 5.72% | 1.57% |
| 2011 | 5.34% | 0.39% | -16.38% | 10.90% |
| 2010 | 5.10% | -10.30% | 12.06% | 9.85% |
| 2009 | -10.30% | 15.75% | 15.78% | 5.71% |
| 2008 | -9.65% | -0.72% | -10.15% | -22.21% |
| 2007 | 5.55% | 3.62% | -1.43% | -- |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 64 |
| 3-Month | 23 |
| 1-Year | 8 |
| 3-Year | 10 |
| 5-Year | 16 |
Load Adjusted Returns
| 1-Year | 24.91% |
| 3-Year | 6.74% |
| 5-Year | 10.97% |
| 10-Year | 8.88% |
Performance & Risk
| YTD Return | 5.42% |
| 5y Average Return | 9.74% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.32 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--85%+ Equity |
| Fund Family | Principal Funds |
| Net Assets | 2.24B |
| YTD Return | 8.46% |
| Yield | 1.10% |
| Morningstar Rating | |
| Inception Date | Jan 16, 2007 |
Fund Summary
The Portfolios operate as funds of funds. It generally invests: between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund; such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.
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