Principal MidCap Institutional (PCBIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:00PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return6.97%
5-Year Average Return11.39%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Jun 13, 2024)42.91%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return42.91%
Worst 3-Yr Total Return4.42%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPCBIXCategory
YTD7.52%10.80%
1-Month3.44%4.43%
3-Month0.59%7.00%
1-Year26.57%48.17%
3-Year5.60%21.26%
5-Year12.49%20.18%
10-Year12.19%14.07%
Last Bull Market31.73%27.14%
Last Bear Market-16.92%-21.26%
Annual Total Return (%) History
YearPCBIXCategory
2024N/AN/A
202325.87%N/A
2022-23.18%N/A
202125.32%N/A
202018.26%39.26%
201942.91%32.52%
2018-6.69%-6.65%
201725.32%23.91%
201610.25%6.03%
20151.47%-0.95%
201412.69%7.00%
201333.60%34.93%
201219.15%14.07%
20118.02%-3.96%
201023.78%24.61%
200933.08%39.11%
2008-33.75%-43.77%
20079.39%15.09%
200614.05%9.00%
20059.31%9.84%
200417.65%13.23%
200332.67%35.96%
2002-8.47%-27.24%
2001N/A-19.98%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202410.97%N/AN/AN/A
20235.58%9.65%-5.32%14.83%
2022-11.61%-16.92%-3.12%7.99%
20213.49%9.28%0.71%10.04%
2020-23.88%24.86%8.17%15.02%
201919.28%9.28%3.25%6.19%
2018-0.51%3.50%4.51%-13.30%
20177.51%4.96%5.87%4.89%
20160.91%3.27%4.82%0.93%
20156.48%-1.46%-7.61%4.67%
20141.32%4.91%-0.78%6.85%
201312.17%1.87%8.08%8.18%
201211.38%-2.79%6.55%3.28%
20119.19%2.81%-14.91%13.10%
20106.95%-4.85%9.59%10.99%
2009-7.78%17.76%15.72%5.90%
2008-6.51%5.57%-11.95%-23.77%
20073.30%8.46%-0.06%-2.30%
20064.50%-1.55%3.52%7.09%
2005-1.22%2.32%6.26%1.78%
20045.01%1.24%0.32%10.32%
2003-1.76%14.30%3.71%13.92%
20023.98%-6.12%-9.17%3.25%
20017.03%-10.63%9.53%N/A
Rank In Category (By Total Return)
YTD27
1-Month26
3-Month22
1-Year17
3-Year7
5-Year17
Load Adjusted Returns
1-Year26.57%
3-Year5.60%
5-Year12.49%
10-Year12.19%
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