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Nasdaq - Delayed Quote USD

Principal Strategic Asset Management Conservative Balanced Portfolio (PCSSX)

12.55
+0.04
+(0.32%)
At close: November 22 at 8:00:55 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 9.23%
5y Average Return 4.31%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Nov 21, 2024) 21.20%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 21.20%
Worst 3Y Total Return -0.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCSSX
Category
YTD
7.75%
5.91%
1-Month
-1.91%
0.61%
3-Month
1.30%
4.02%
1-Year
19.14%
18.59%
3-Year
0.62%
8.56%
5-Year
4.11%
7.44%
10-Year
4.13%
6.20%
Last Bull Market
14.43%
11.89%
Last Bear Market
-10.07%
-8.23%

Annual Total Return (%) History

Year
PCSSX
Category
2024
--
--
2023
10.98%
--
2022
-15.25%
--
2021
8.57%
--
2020
8.43%
8.86%
2019
14.85%
14.81%
2018
-4.54%
-5.04%
2017
10.26%
9.86%

2016
5.29%
6.62%
2015
-1.65%
-2.32%
2014
5.07%
4.02%
2013
10.32%
7.23%
2012
10.12%
9.40%
2011
1.21%
1.70%
2010
10.87%
10.03%
2009
21.20%
20.77%
2008
-19.57%
-18.61%
2007
--
4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.49% 0.76% 5.34% --
2023 3.38% 2.21% -3.12% 8.41%
2022 -5.51% -10.07% -4.61% 4.56%
2021 1.73% 4.65% -0.91% 2.92%
2020 -11.89% 10.24% 4.06% 7.28%
2019 6.63% 2.84% 1.15% 3.54%
2018 -1.14% 0.52% 1.78% -5.62%
2017 3.09% 1.84% 2.81% 2.15%
2016 1.12% 1.90% 2.53% -0.35%
2015 1.78% -0.74% -3.72% 1.11%

2014 1.61% 2.95% -1.19% 1.65%
2013 4.14% -1.08% 2.97% 4.00%
2012 5.93% -0.82% 3.85% 0.93%
2011 2.92% 0.82% -7.45% 5.39%
2010 3.42% -3.84% 7.05% 4.15%
2009 -4.41% 11.27% 10.11% 3.48%
2008 -3.56% -0.90% -6.39% -10.10%
2007 2.09% 2.68% 0.25% --

Rank in Category (By Total Return)

YTD 37
1-Month 53
3-Month 42
1-Year 30
3-Year 72
5-Year 70

Load Adjusted Returns

1-Year 19.14%
3-Year 0.62%
5-Year 4.11%
10-Year 4.13%

Performance & Risk

YTD Return 9.23%
5y Average Return 4.31%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Principal Funds
Net Assets 1.89B
YTD Return 7.75%
Yield 1.76%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

The fund operate as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.

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