Canada markets closed

Principal Edge MidCap A (PEMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
12.42+0.05 (+0.40%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.32%
5-Year Average Return8.33%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)33.53%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return33.53%
Worst 3-Yr Total Return3.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEMCXCategory
YTD1.46%17.04%
1-Month4.25%-0.01%
3-Month0.56%5.47%
1-Year18.46%50.44%
3-Year2.29%13.15%
5-Year9.80%13.75%
10-Year0.00%11.35%
Last Bull Market22.85%25.95%
Last Bear Market-14.16%-22.55%

Annual Total Return (%) History

Year
PEMCXCategory
2024
N/AN/A
2023
17.74%N/A
2022
-16.15%N/A
2021
20.99%N/A
2020
10.07%12.39%
2019
33.53%26.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.65%N/AN/AN/A
20233.20%4.92%-3.65%12.86%
2022-8.02%-14.16%-6.16%13.17%
20215.07%7.24%-2.64%10.28%
2020-28.72%24.61%4.32%18.79%
201914.86%3.92%5.03%6.50%

Rank In Category (By Total Return)

YTD96
1-Month31
3-Month75
1-Year83
3-Year73
5-Year80

Load Adjusted Returns

1-Year11.94%
3-Year0.38%
5-Year8.57%
10-YearN/A