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Principal SAM Flexible Income Portfolio (PFILX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
12.23+0.03 (+0.25%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.05%
5-Year Average Return3.05%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Nov 20, 2024)20.78%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return20.78%
Worst 3-Yr Total Return-0.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPFILXCategory
YTD6.17%3.28%
1-Month-1.97%0.61%
3-Month1.17%3.02%
1-Year16.51%11.74%
3-Year0.18%6.56%
5-Year2.93%5.38%
10-Year3.49%4.87%
Last Bull Market12.14%8.64%
Last Bear Market-8.44%-5.09%

Annual Total Return (%) History

Year
PFILXCategory
2024
N/AN/A
2023
9.04%N/A
2022
-13.50%N/A
2021
6.41%N/A
2020
6.66%7.29%
2019
12.76%11.20%
2018
-2.53%-3.14%
2017
7.77%6.25%
2016
6.42%5.55%
2015
-1.81%-2.07%
2014
5.42%3.54%
2013
7.06%4.02%
2012
10.15%8.35%
2011
2.89%2.01%
2010
10.07%9.73%
2009
20.78%19.26%
2008
-14.16%-16.22%
2007
N/A4.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.20%0.56%5.38%N/A
20233.02%1.16%-2.83%7.69%
2022-4.90%-8.44%-3.91%3.39%
20210.64%3.80%-0.20%2.08%
2020-8.87%7.72%3.09%5.39%
20195.44%2.78%1.66%2.36%
2018-1.28%0.71%1.26%-3.19%
20172.28%1.58%1.95%1.75%
20161.97%2.56%2.21%-0.45%
20151.51%-0.82%-2.89%0.43%
20142.00%2.90%-0.90%1.36%
20133.13%-1.34%2.16%3.00%
20124.94%0.15%3.73%1.04%
20112.49%1.28%-5.01%4.35%
20103.16%-1.76%5.87%2.59%
2009-2.80%10.77%8.90%3.01%
2008-1.83%-0.79%-5.27%-6.95%
20070.95%2.27%0.86%N/A

Rank In Category (By Total Return)

YTD26
1-Month64
3-Month30
1-Year19
3-Year57
5-Year50

Load Adjusted Returns

1-Year16.51%
3-Year0.18%
5-Year2.93%
10-Year3.49%