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Principal Global Multi-Strategy Instl (PSMIX)

NasdaqGM - NasdaqGM Delayed Price. Currency in USD
Visitors trend2W10W9M
11.290.00 (0.00%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.47%
5-Year Average Return5.01%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Nov 5, 2024)8.18%
Worst 1 Yr Total Return (Nov 5, 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
YTD7.22%5.60%
1-Month-1.07%0.13%
3-Month0.45%2.72%
1-Year10.34%12.76%
3-Year4.18%4.12%
5-Year4.84%3.42%
10-Year3.64%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)

YTD19
1-Month65
3-Month44
1-Year31
3-Year30
5-Year18

Load Adjusted Returns

1-Year10.34%
3-Year4.18%
5-Year4.84%
10-Year3.64%