# Principal SAM Strategic Growth Inst (PSWIX)

> Source: Nexqual · https://nexqual.com/PSWIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal SAM Strategic Growth Inst (PSWIX), nexqual.com/PSWIX" · informational, not investment advice.

**Price:** USD 24.48 (-0.33% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 24.56 · day 24.48–24.48 · 52w 21.3–25.44 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +12.0% vs S&P 500 +13.4%; 5Y +51.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +12.0% | +51.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +12.0% | +8.6% |
| Volatility (annualized) | 12.5% | 15.0% |
| Max drawdown | -8.8% (Feb 2026→Mar 2026) | -26.5% (Nov 2021→Oct 2022) |

## Peers
PCWIX (Principal Fds, Inc. Strategic A) USD 20.3 +0.00% · PCCIX (Principal Fds, Inc. Strategic A) USD 12.83 +0.00% · PSBIX (Principal Fds, Inc. Strategic A) USD 17.01 -0.00% · TAGIX (Transamerica Asset Allocation G) USD 18.63 +0.00% · PMRIX (Principal Fds, Inc.- Government) USD 8.72 -0.00%

## More
Full page: https://nexqual.com/PSWIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt