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Principal Edge MidCap R6 (PEDMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.60+0.04 (+0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.56%
5-Year Average Return8.80%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)34.10%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return34.10%
Worst 3-Yr Total Return4.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEDMXCategory
YTD1.60%17.04%
1-Month4.27%-0.01%
3-Month0.55%5.47%
1-Year18.94%50.44%
3-Year2.71%13.15%
5-Year10.28%13.75%
10-Year0.00%11.35%
Last Bull Market23.05%25.95%
Last Bear Market-14.14%-22.55%

Annual Total Return (%) History

Year
PEDMXCategory
2024
N/AN/A
2023
18.26%N/A
2022
-15.81%N/A
2021
21.55%N/A
2020
10.57%12.39%
2019
34.10%26.21%
2018
-5.98%-11.15%
2017
N/A15.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.76%N/AN/AN/A
20233.35%5.04%-3.60%13.01%
2022-7.87%-14.14%-6.09%13.32%
20215.17%7.37%-2.51%10.41%
2020-28.65%24.84%4.43%18.87%
201915.00%3.99%5.16%6.64%
2018-0.07%5.79%2.90%-13.57%
20171.99%3.36%4.79%N/A

Rank In Category (By Total Return)

YTD95
1-Month31
3-Month75
1-Year81
3-Year68
5-Year69

Load Adjusted Returns

1-Year18.94%
3-Year2.71%
5-Year10.28%
10-YearN/A