Principal MidCap Growth Fund (PGWIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 06:45PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.40%
5-Year Average Return9.08%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Apr 28, 2024)61.15%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return61.15%
Worst 3-Yr Total Return-4.02%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPGWIXCategory
YTD9.53%10.80%
1-Month1.65%4.43%
3-Month9.53%7.00%
1-Year16.09%48.17%
3-Year-2.22%21.26%
5-Year10.98%20.18%
10-Year10.58%14.07%
Last Bull Market40.78%27.14%
Last Bear Market-22.23%-21.26%
Annual Total Return (%) History
YearPGWIXCategory
2024N/AN/A
202313.83%N/A
2022-32.28%N/A
202114.73%N/A
202061.15%39.26%
201931.50%32.52%
2018-8.99%-6.65%
201729.03%23.91%
20163.12%6.03%
20152.22%-0.95%
201412.00%7.00%
201335.28%34.93%
201213.70%14.07%
2011-6.59%-3.96%
201029.61%24.61%
200926.66%39.11%
2008-41.42%-43.77%
200729.82%15.09%
20062.24%9.00%
200513.37%9.84%
200410.47%13.23%
200332.75%35.96%
2002-40.47%-27.24%
2001N/A-19.98%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20249.53%N/AN/AN/A
20237.39%7.66%-9.28%8.52%
2022-12.51%-22.23%-1.78%1.33%
20213.60%4.61%0.58%5.25%
2020-18.74%38.05%11.78%28.51%
201921.92%5.24%-3.62%6.34%
20182.39%4.44%9.99%-22.62%
20179.35%4.15%6.22%6.67%
2016-3.93%4.70%4.34%-1.74%
20159.01%0.80%-7.94%1.05%
20144.08%5.06%-1.81%4.30%
201310.40%0.52%12.97%7.92%
201214.22%-3.35%3.60%-0.59%
20119.36%-1.94%-19.44%8.12%
20105.50%-8.28%13.88%17.62%
2009-3.28%5.93%15.40%7.12%
2008-10.80%6.06%-17.13%-25.27%
20073.21%9.90%8.37%5.62%
20068.81%-7.41%-2.52%4.10%
2005-2.37%4.33%6.81%4.20%
20042.62%2.73%-6.21%11.72%
2003-1.99%17.22%5.62%9.41%
2002-9.01%-28.41%-14.29%6.61%
200120.21%-36.43%35.67%N/A
Rank In Category (By Total Return)
YTD46
1-Month85
3-Month46
1-Year85
3-Year79
5-Year51
Load Adjusted Returns
1-Year16.09%
3-Year-2.22%
5-Year10.98%
10-Year10.58%
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