Nasdaq - Delayed Quote USD

Principal Strategic Asset Management Conservative Growth Portfolio (PCWPX)

18.59
0.00
(0.00%)
As of 8:07:03 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return 11.07%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 21, 2025) 23.64%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 23.64%
Worst 3Y Total Return 2.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCWPX
Category
YTD
-1.26%
11.35%
1-Month
-0.33%
0.99%
3-Month
-4.40%
5.92%
1-Year
9.62%
32.83%
3-Year
8.49%
11.75%
5-Year
10.54%
11.53%
10-Year
7.47%
8.98%
Last Bull Market
14.96%
17.67%
Last Bear Market
-13.66%
-15.71%

Annual Total Return (%) History

Year
PCWPX
Category
2025
--
--
2024
14.91%
--
2023
19.04%
--
2022
-18.04%
--
2021
17.28%
--
2020
12.61%
13.51%
2019
23.64%
21.35%
2018
-6.95%
-7.93%

2017
19.37%
15.80%
2016
6.64%
7.93%
2015
-1.51%
-2.77%
2014
7.05%
5.71%
2013
22.79%
21.31%
2012
13.71%
13.42%
2011
-0.74%
-3.80%
2010
14.66%
13.49%
2009
25.40%
29.37%
2008
-33.26%
-34.34%
2007
--
7.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.93% -- -- --
2024 7.31% 1.47% 6.17% -0.60%
2023 5.01% 5.69% -3.34% 10.97%
2022 -6.25% -13.66% -5.93% 7.64%
2021 4.80% 7.10% -1.54% 6.13%
2020 -19.10% 16.00% 6.68% 12.48%
2019 10.71% 3.77% 1.27% 6.28%
2018 -0.79% 1.14% 3.60% -10.49%
2017 5.46% 3.23% 5.01% 4.42%
2016 0.38% 1.72% 4.00% 0.42%

2015 2.20% -0.44% -6.44% 3.46%
2014 1.67% 3.96% -1.58% 2.90%
2013 7.80% 0.51% 5.54% 7.38%
2012 9.71% -2.81% 5.21% 1.36%
2011 4.67% 0.50% -13.88% 9.56%
2010 4.67% -8.77% 10.85% 8.31%
2009 -9.21% 14.63% 14.47% 5.25%
2008 -8.25% -0.86% -9.27% -19.13%
2007 4.83% 3.47% -1.00% --

Rank in Category (By Total Return)

YTD 29
1-Month 47
3-Month 46
1-Year 32
3-Year 21
5-Year 41

Load Adjusted Returns

1-Year 9.62%
3-Year 8.49%
5-Year 10.54%
10-Year 7.47%

Performance & Risk

YTD Return 1.86%
5y Average Return 11.07%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Principal Funds
Net Assets 3.08B
YTD Return -1.26%
Yield 1.43%
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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