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Principal Global Multi-Strategy Instl (PSMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
11.23-0.03 (-0.27%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.08%
5-Year Average Return5.05%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Oct 21, 2024)8.18%
Worst 1 Yr Total Return (Oct 21, 2024)N/A
Best 3-Yr Total Return8.18%
Worst 3-Yr Total Return1.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSMIXCategory
YTD8.37%5.60%
1-Month1.17%0.13%
3-Month2.27%2.72%
1-Year10.57%12.76%
3-Year4.91%4.12%
5-Year5.13%3.42%
10-Year3.79%2.54%
Last Bull Market8.45%4.37%
Last Bear Market-4.63%-8.39%

Annual Total Return (%) History

Year
PSMIXCategory
2024
N/AN/A
2023
6.58%N/A
2022
-1.79%N/A
2021
5.63%N/A
2020
5.11%1.63%
2019
8.18%7.77%
2018
-4.33%-4.31%
2017
6.59%5.56%
2016
3.27%2.51%
2015
-0.64%-1.71%
2014
3.67%3.35%
2013
5.46%6.96%
2012
5.96%4.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.39%0.55%2.27%N/A
20230.69%2.76%0.96%2.03%
20221.30%-4.63%-1.26%2.95%
20211.50%2.95%-0.67%1.78%
2020-9.47%7.44%3.37%4.54%
20193.25%2.29%0.47%1.95%
2018-1.68%-0.09%1.53%-4.07%
20172.29%0.81%1.78%1.56%
2016-0.19%1.33%1.68%0.43%
20152.28%-0.89%-1.89%-0.10%
20140.37%1.84%-0.27%1.70%
20131.63%-0.09%0.95%2.88%
20123.02%-0.10%1.66%1.28%

Rank In Category (By Total Return)

YTD20
1-Month40
3-Month46
1-Year25
3-Year32
5-Year19

Load Adjusted Returns

1-Year10.57%
3-Year4.91%
5-Year5.13%
10-Year3.79%