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Principal MidCap Value I R-6 (PCMSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.28
+0.02
(+0.12%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
5.43%
5-Year Average Return
10.87%
Number of Years Up
3
Number of Years Down
1
Best 1 Yr Total Return (Jun 26, 2024)
31.31%
Worst 1 Yr Total Return (Jun 26, 2024)
N/A
Best 3-Yr Total Return
31.31%
Worst 3-Yr Total Return
9.60%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
PCMSX
Category
YTD
7.20%
21.28%
1-Month
3.11%
-1.96%
3-Month
2.99%
4.90%
1-Year
23.02%
55.83%
3-Year
5.75%
11.08%
5-Year
12.48%
11.93%
10-Year
8.82%
10.64%
Last Bull Market
25.55%
25.54%
Last Bear Market
-11.13%
-22.08%
Annual Total Return (%) History
Year
PCMSX
Category
2024
N/A
N/A
2023
11.19%
N/A
2022
-5.93%
N/A
2021
31.31%
N/A
2020
6.59%
2.63%
2019
N/A
25.18%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.70%
N/A
N/A
N/A
2023
1.75%
2.55%
-3.54%
10.47%
2022
-1.48%
-11.13%
-4.15%
12.09%
2021
15.70%
5.46%
-0.82%
8.50%
2020
-29.42%
20.10%
5.19%
19.54%
2019
1.64%
5.65%
N/A
N/A
Rank In Category (By Total Return)
YTD
35
1-Month
60
3-Month
63
1-Year
52
3-Year
38
5-Year
28
Load Adjusted Returns
1-Year
23.02%
3-Year
5.75%
5-Year
12.48%
10-Year
8.82%
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