Principal Large Cap Value III R1 (PESAX)

17.90 -0.03 (-0.17%) USD  |  May 20 2022

PESAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Principal Large Cap Value III R1
14.98%
30.29%
11.46%
-2.69%
12.20%
15.81%
-6.75%
25.42%
2.31%
23.24%
-8.72%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
Touchstone Value R6
15.38%
31.29%
11.33%
-2.04%
13.32%
14.30%
-5.56%
25.89%
3.48%
24.89%
-6.55%
MFS Blended Research Value Equity R4
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--
--
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14.12%
16.68%
-8.36%
23.38%
1.58%
26.33%
-7.25%
BlackRock Advantage Large Cap Val R
12.05%
32.33%
11.29%
-2.29%
13.17%
16.94%
-8.22%
24.10%
3.36%
26.14%
-10.67%
AB Value K
14.78%
35.65%
11.48%
-7.67%
10.75%
13.26%
-15.19%
19.66%
0.76%
26.81%
-8.79%
As of May 20, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Principal Large Cap Value III R1
-9.14%
-6.14%
-6.48%
-2.60%
9.03%
8.51%
10.84%
4.29%
5.76%
5.97%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
Touchstone Value R6
-8.23%
-5.62%
-4.44%
-1.49%
10.91%
9.66%
11.57%
6.67%
6.61%
8.76%
MFS Blended Research Value Equity R4
-8.21%
-4.06%
-4.91%
-0.55%
9.90%
9.01%
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9.42%
BlackRock Advantage Large Cap Val R
-10.06%
-5.84%
-8.25%
-3.95%
8.63%
8.28%
11.08%
4.99%
7.12%
7.30%
AB Value K
-9.93%
-6.13%
-7.06%
-4.82%
8.25%
5.73%
8.92%
3.01%
4.98%
5.10%
As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022