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Principal MidCap R-6 (PMAQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.52+0.07 (+0.17%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.50%
5-Year Average Return11.56%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 25, 2024)43.08%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return43.08%
Worst 3-Yr Total Return4.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMAQXCategory
YTD11.01%10.80%
1-Month3.83%4.43%
3-Month11.01%7.00%
1-Year32.41%48.17%
3-Year9.22%21.26%
5-Year13.86%20.18%
10-Year12.72%14.07%
Last Bull Market39.15%27.14%
Last Bear Market-16.89%-21.26%

Annual Total Return (%) History

Year
PMAQXCategory
2024
N/AN/A
2023
25.97%N/A
2022
-23.11%N/A
2021
25.39%N/A
2020
18.38%39.26%
2019
43.08%32.52%
2018
-6.62%-6.65%
2017
25.40%23.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.01%N/AN/AN/A
20235.60%9.64%-5.25%14.83%
2022-11.59%-16.89%-3.12%8.02%
20213.49%9.31%0.71%10.06%
2020-23.85%24.89%8.18%15.06%
201919.35%9.26%3.32%6.20%
2018-0.51%3.54%4.55%-13.30%
20177.52%4.97%5.88%4.95%

Rank In Category (By Total Return)

YTD30
1-Month14
3-Month30
1-Year7
3-Year3
5-Year10

Load Adjusted Returns

1-Year32.41%
3-Year9.22%
5-Year13.86%
10-Year12.72%