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Principal LargeCap Growth I R6 (PLCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.56+0.09 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.96%
5-year average return14.45%
Number of years up8
Number of years down1
Best 1-yr total return (2 Jul 2024)40.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return40.60%
Worst 3-yr total return3.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLCGXCategory
YTD16.29%12.38%
1-month6.07%5.09%
3-month4.86%10.28%
1-year28.36%41.70%
3-year4.73%22.56%
5-year14.58%21.98%
10-year14.44%15.99%
Last bull market29.36%25.99%
Last bear market-21.56%-17.29%

Annual total return (%) history

Year
PLCGXCategory
2024
N/AN/A
2023
40.60%N/A
2022
-33.99%N/A
2021
21.82%N/A
2020
36.12%35.86%
2019
34.96%31.90%
2018
3.76%-2.09%
2017
33.77%27.67%
2016
0.98%3.23%
2015
8.10%3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.90%4.86%N/AN/A
202312.85%12.87%-3.52%14.41%
2022-13.81%-21.56%-5.59%3.41%
20211.03%13.29%0.00%6.44%
2020-13.70%27.85%11.68%10.46%
201917.17%4.38%0.64%9.66%
20185.27%6.46%7.53%-13.90%
20179.88%6.47%6.15%7.73%
2016-3.35%0.00%5.63%-1.09%
20154.66%0.69%-5.11%8.10%

Rank in category (by total return)

YTD64
1-month39
3-month58
1-year61
3-year73
5-year60

Load adjusted returns

1-year28.36%
3-year4.73%
5-year14.58%
10-year14.44%