Principal MidCap J (PMBJX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return8.27%
5-Year Average Return11.88%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Jun 4, 2024)42.73%
Worst 1 Yr Total Return (Jun 4, 2024)N/A
Best 3-Yr Total Return42.73%
Worst 3-Yr Total Return4.32%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPMBJXCategory
YTD7.45%10.80%
1-Month3.42%4.43%
3-Month0.56%7.00%
1-Year26.44%48.17%
3-Year5.49%21.26%
5-Year12.36%20.18%
10-Year12.04%14.07%
Last Bull Market31.72%27.14%
Last Bear Market-16.94%-21.26%
Annual Total Return (%) History
YearPMBJXCategory
2024N/AN/A
202325.70%N/A
2022-23.24%N/A
202125.17%N/A
202018.15%39.26%
201942.73%32.52%
2018-6.84%-6.65%
201725.20%23.91%
201610.12%6.03%
20151.22%-0.95%
201412.44%7.00%
201333.23%34.93%
201218.59%14.07%
20117.60%-3.96%
201023.02%24.61%
200932.29%39.11%
2008-34.19%-43.77%
20078.77%15.09%
200613.35%9.00%
20058.38%9.84%
200416.74%13.23%
200330.67%35.96%
2002-9.30%-27.24%
2001N/A-19.98%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202410.95%N/AN/AN/A
20235.50%9.63%-5.32%14.80%
2022-11.63%-16.94%-3.17%8.00%
20213.48%9.24%0.66%10.00%
2020-23.90%24.84%8.14%15.00%
201919.27%9.21%3.26%6.12%
2018-0.58%3.48%4.49%-13.33%
20177.47%4.94%5.83%4.89%
20160.91%3.20%4.80%0.90%
20156.38%-1.49%-7.64%4.58%
20141.23%4.85%-0.82%6.81%
201312.07%1.78%8.07%8.08%
201211.20%-2.85%6.43%3.14%
20119.11%2.64%-14.95%12.96%
20106.76%-4.96%9.45%10.78%
2009-7.95%17.67%15.46%5.78%
2008-6.70%5.42%-12.03%-23.95%
20073.14%8.29%-0.20%-2.42%
20064.35%-1.73%3.37%6.93%
2005-1.47%2.12%6.07%1.55%
20044.79%1.00%0.16%10.13%
2003-1.97%13.87%3.63%12.96%
20023.68%-6.33%-9.42%3.10%
20017.28%-10.76%9.23%N/A
Rank In Category (By Total Return)
YTD28
1-Month27
3-Month23
1-Year17
3-Year7
5-Year18
Load Adjusted Returns
1-Year25.44%
3-Year5.49%
5-Year12.36%
10-Year12.04%
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