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Nasdaq - Delayed Quote USD

Principal SAM Strategic Growth R1 (PSGGX)

23.47
+0.12
+(0.51%)
At close: November 22 at 8:00:58 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 18.59%
5y Average Return 10.23%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Nov 21, 2024) 26.28%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 26.28%
Worst 3Y Total Return 2.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSGGX
Category
YTD
14.63%
13.38%
1-Month
-1.70%
1.16%
3-Month
2.22%
6.75%
1-Year
31.14%
40.77%
3-Year
4.06%
13.59%
5-Year
9.73%
13.52%
10-Year
8.03%
10.48%
Last Bull Market
23.82%
21.11%
Last Bear Market
-15.02%
-19.34%

Annual Total Return (%) History

Year
PSGGX
Category
2024
--
--
2023
20.82%
--
2022
-19.53%
--
2021
18.78%
--
2020
14.16%
15.41%
2019
26.17%
24.78%
2018
-9.43%
-9.27%
2017
21.05%
18.41%

2016
5.18%
8.45%
2015
-2.66%
-1.74%
2014
7.55%
5.50%
2013
26.28%
26.84%
2012
14.40%
15.29%
2011
-2.78%
-4.13%
2010
15.11%
14.83%
2009
25.84%
30.03%
2008
-37.84%
-38.64%
2007
--
7.48%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.23% 1.55% 6.10% --
2023 5.60% 6.46% -3.58% 11.45%
2022 -7.05% -15.02% -6.25% 8.67%
2021 5.46% 7.67% -1.53% 6.23%
2020 -22.26% 19.09% 7.54% 14.66%
2019 11.99% 3.93% 0.80% 7.54%
2018 -0.85% 0.71% 3.41% -12.29%
2017 5.96% 3.57% 5.48% 4.58%
2016 -0.23% 1.23% 4.22% -0.07%
2015 1.84% -0.34% -7.76% 3.98%

2014 1.46% 4.17% -1.53% 3.33%
2013 8.79% 0.75% 6.24% 8.45%
2012 11.32% -3.90% 5.46% 1.40%
2011 5.11% 0.20% -16.51% 10.58%
2010 4.90% -10.47% 11.77% 9.66%
2009 -10.63% 15.53% 15.54% 5.49%
2008 -9.86% -0.97% -10.32% -22.35%
2007 5.29% 3.38% -1.61% --

Rank in Category (By Total Return)

YTD 25
1-Month 36
3-Month 26
1-Year 22
3-Year 33
5-Year 42

Load Adjusted Returns

1-Year 31.14%
3-Year 4.06%
5-Year 9.73%
10-Year 8.03%

Performance & Risk

YTD Return 18.59%
5y Average Return 10.23%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Principal Funds
Net Assets 2.37B
YTD Return 14.63%
Yield 0.37%
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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