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Nasdaq - Delayed Quote USD

Principal Strategic Asset Management Conservative Growth Portfolio (PCWSX)

20.27
+0.09
+(0.45%)
At close: November 22 at 8:00:55 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 17.05%
5y Average Return 9.21%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Nov 21, 2024) 25.28%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 25.28%
Worst 3Y Total Return 2.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCWSX
Category
YTD
13.57%
11.35%
1-Month
-1.66%
0.99%
3-Month
2.19%
5.92%
1-Year
29.03%
32.83%
3-Year
3.87%
11.75%
5-Year
8.76%
11.53%
10-Year
7.74%
8.98%
Last Bull Market
21.91%
17.67%
Last Bear Market
-13.68%
-15.71%

Annual Total Return (%) History

Year
PCWSX
Category
2024
--
--
2023
18.87%
--
2022
-18.13%
--
2021
17.18%
--
2020
12.44%
13.51%
2019
23.54%
21.35%
2018
-7.05%
-7.93%
2017
19.22%
15.80%

2016
6.51%
7.93%
2015
-1.64%
-2.77%
2014
6.91%
5.71%
2013
22.61%
21.31%
2012
13.65%
13.42%
2011
-0.92%
-3.80%
2010
14.52%
13.49%
2009
25.28%
29.37%
2008
-33.37%
-34.34%
2007
--
7.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.31% 1.41% 6.13% --
2023 4.97% 5.65% -3.38% 10.93%
2022 -6.31% -13.68% -5.96% 7.65%
2021 4.77% 7.07% -1.58% 6.13%
2020 -19.13% 15.93% 6.65% 12.44%
2019 10.68% 3.76% 1.21% 6.29%
2018 -0.79% 1.08% 3.60% -10.53%
2017 5.44% 3.23% 5.00% 4.31%
2016 0.32% 1.72% 4.00% 0.37%
2015 2.20% -0.50% -6.48% 3.43%

2014 1.61% 3.95% -1.57% 2.84%
2013 7.70% 0.51% 5.53% 7.33%
2012 9.69% -2.81% 5.19% 1.34%
2011 4.65% 0.50% -13.91% 9.42%
2010 4.66% -8.82% 10.83% 8.29%
2009 -9.19% 14.60% 14.44% 5.19%
2008 -8.25% -0.93% -9.28% -19.21%
2007 4.83% 3.41% -1.01% --

Rank in Category (By Total Return)

YTD 18
1-Month 39
3-Month 21
1-Year 14
3-Year 39
5-Year 41

Load Adjusted Returns

1-Year 29.03%
3-Year 3.87%
5-Year 8.76%
10-Year 7.74%

Performance & Risk

YTD Return 17.05%
5y Average Return 9.21%
Rank in Category (ytd) 18
% 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 3.34B
YTD Return 13.57%
Yield 1.07%
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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