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Nasdaq - Delayed Quote USD

Principal Strategic Asset Management Conservative Growth Portfolio (PCWIX)

18.06
+0.04
+(0.22%)
As of 8:06:58 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.22%
5y Average Return 11.14%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2025) 23.94%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 23.94%
Worst 3Y Total Return 2.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCWIX
Category
YTD
-0.92%
11.35%
1-Month
-3.59%
0.99%
3-Month
-0.92%
5.92%
1-Year
6.29%
32.83%
3-Year
6.08%
11.75%
5-Year
12.90%
11.53%
10-Year
7.81%
8.98%
Last Bull Market
15.17%
17.67%
Last Bear Market
-13.61%
-15.71%

Annual Total Return (%) History

Year
PCWIX
Category
2025
--
--
2024
15.18%
--
2023
19.34%
--
2022
-17.84%
--
2021
17.62%
--
2020
12.86%
13.51%
2019
23.94%
21.35%
2018
-6.70%
-7.93%

2017
19.68%
15.80%
2016
6.91%
7.93%
2015
-1.28%
-2.77%
2014
7.32%
5.71%
2013
23.16%
21.31%
2012
13.97%
13.42%
2011
-0.51%
-3.80%
2010
14.94%
13.49%
2009
25.71%
29.37%
2008
-33.11%
-34.34%
2007
--
7.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.92% -- -- --
2024 7.36% 1.51% 6.27% -0.55%
2023 5.11% 5.70% -3.25% 11.03%
2022 -6.26% -13.61% -5.82% 7.72%
2021 4.87% 7.15% -1.43% 6.19%
2020 -19.04% 16.04% 6.76% 12.53%
2019 10.72% 3.87% 1.32% 6.36%
2018 -0.73% 1.19% 3.64% -10.37%
2017 5.49% 3.33% 5.09% 4.47%
2016 0.38% 1.84% 4.04% 0.52%

2015 2.25% -0.38% -6.40% 3.54%
2014 1.66% 4.05% -1.46% 2.96%
2013 7.90% 0.57% 5.64% 7.43%
2012 9.75% -2.73% 5.25% 1.43%
2011 4.72% 0.64% -13.87% 9.59%
2010 4.74% -8.65% 10.80% 8.43%
2009 -9.08% 14.70% 14.51% 5.27%
2008 -8.13% -0.79% -9.25% -19.12%
2007 4.88% 3.52% -0.93% --

Rank in Category (By Total Return)

YTD 50
1-Month 71
3-Month 50
1-Year 23
3-Year 17
5-Year 26

Load Adjusted Returns

1-Year 6.29%
3-Year 6.08%
5-Year 12.90%
10-Year 7.81%

Performance & Risk

YTD Return -2.22%
5y Average Return 11.14%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Principal Funds
Net Assets 3.12B
YTD Return -0.92%
Yield 1.61%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

The fund operates 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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