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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.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.43%
5-Year Average Return10.87%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)31.31%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return31.31%
Worst 3-Yr Total Return9.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPCMSXCategory
YTD7.20%21.28%
1-Month3.11%-1.96%
3-Month2.99%4.90%
1-Year23.02%55.83%
3-Year5.75%11.08%
5-Year12.48%11.93%
10-Year8.82%10.64%
Last Bull Market25.55%25.54%
Last Bear Market-11.13%-22.08%

Annual Total Return (%) History

Year
PCMSXCategory
2024
N/AN/A
2023
11.19%N/A
2022
-5.93%N/A
2021
31.31%N/A
2020
6.59%2.63%
2019
N/A25.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.70%N/AN/AN/A
20231.75%2.55%-3.54%10.47%
2022-1.48%-11.13%-4.15%12.09%
202115.70%5.46%-0.82%8.50%
2020-29.42%20.10%5.19%19.54%
20191.64%5.65%N/AN/A

Rank In Category (By Total Return)

YTD35
1-Month60
3-Month63
1-Year52
3-Year38
5-Year28

Load Adjusted Returns

1-Year23.02%
3-Year5.75%
5-Year12.48%
10-Year8.82%