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Principal MidCap Value I R4 (PABWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.25+0.25 (+1.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.46%
5-Year Average Return11.54%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (May 29, 2024)33.39%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return33.39%
Worst 3-Yr Total Return5.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPABWXCategory
YTD3.85%21.28%
1-Month-5.26%-1.96%
3-Month4.36%4.90%
1-Year13.44%55.83%
3-Year5.00%11.08%
5-Year9.93%11.93%
10-Year8.30%10.64%
Last Bull Market25.44%25.54%
Last Bear Market-11.20%-22.08%

Annual Total Return (%) History

Year
PABWXCategory
2024
N/AN/A
2023
10.74%N/A
2022
-6.27%N/A
2021
30.86%N/A
2020
6.14%2.63%
2019
26.44%25.18%
2018
-11.23%-12.86%
2017
14.23%13.22%
2016
14.85%18.06%
2015
-7.54%-5.41%
2014
13.15%9.31%
2013
33.11%35.14%
2012
17.52%16.60%
2011
-4.35%-3.96%
2010
23.87%21.92%
2009
33.39%35.41%
2008
-35.99%-36.77%
2007
2.08%0.83%
2006
15.34%15.87%
2005
12.06%8.82%
2004
N/A17.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.62%N/AN/AN/A
20231.64%2.39%-3.67%10.45%
2022-1.61%-11.20%-4.22%12.01%
202115.64%5.31%-0.89%8.42%
2020-29.51%19.98%5.10%19.41%
201913.47%3.91%1.59%5.56%
2018-1.88%2.32%4.28%-15.21%
20174.31%0.14%3.58%5.58%
20161.22%3.46%4.21%5.23%
20152.11%-2.26%-9.26%2.10%
20143.95%4.84%-2.15%6.11%
201313.25%2.02%6.30%8.38%
201212.12%-3.75%5.24%3.47%
20116.86%-0.79%-19.62%12.26%
20108.89%-10.69%13.33%12.38%
2009-11.40%16.97%22.13%5.39%
2008-7.93%3.53%-11.81%-23.85%
20075.02%4.10%-3.35%-3.40%
20065.98%-1.49%1.89%8.43%
20051.94%3.82%5.44%0.42%
20041.00%12.71%N/AN/A

Rank In Category (By Total Return)

YTD27
1-Month51
3-Month40
1-Year59
3-Year42
5-Year26

Load Adjusted Returns

1-Year13.44%
3-Year5.00%
5-Year9.93%
10-Year8.30%