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Principal MidCap R4 (PMBSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.83+0.38 (+0.96%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.13%
5-Year Average Return11.09%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)42.49%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return42.49%
Worst 3-Yr Total Return4.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMBSXCategory
YTD3.81%10.80%
1-Month-6.37%4.43%
3-Month2.69%7.00%
1-Year21.07%48.17%
3-Year4.24%21.26%
5-Year10.71%20.18%
10-Year11.80%14.07%
Last Bull Market31.58%27.14%
Last Bear Market-16.96%-21.26%

Annual Total Return (%) History

Year
PMBSXCategory
2024
N/AN/A
2023
25.53%N/A
2022
-23.39%N/A
2021
24.93%N/A
2020
17.97%39.26%
2019
42.49%32.52%
2018
-6.93%-6.65%
2017
24.95%23.91%
2016
9.94%6.03%
2015
1.11%-0.95%
2014
12.37%7.00%
2013
33.17%34.93%
2012
18.74%14.07%
2011
7.73%-3.96%
2010
23.25%24.61%
2009
32.60%39.11%
2008
-34.01%-43.77%
2007
9.00%15.09%
2006
13.60%9.00%
2005
8.81%9.84%
2004
17.20%13.23%
2003
33.02%35.96%
2002
-8.75%-27.24%
2001
-3.67%-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.87%N/AN/AN/A
20235.48%9.59%-5.36%14.75%
2022-11.68%-16.96%-3.21%7.92%
20213.41%9.19%0.62%9.96%
2020-23.92%24.76%8.10%14.97%
201919.19%9.21%3.17%6.10%
2018-0.59%3.44%4.43%-13.34%
20177.39%4.94%5.81%4.79%
20160.86%3.18%4.74%0.85%
20156.34%-1.50%-7.67%4.55%
20141.22%4.82%-0.83%6.80%
201312.02%1.82%8.03%8.08%
201211.21%-2.85%6.48%3.21%
20119.17%2.66%-14.96%13.04%
20106.82%-4.91%9.56%10.75%
2009-7.85%17.54%15.67%5.84%
2008-6.67%5.45%-12.02%-23.80%
20073.11%8.37%-0.13%-2.34%
20064.45%-1.68%3.41%6.97%
2005-1.36%2.22%6.21%1.60%
20044.94%1.14%0.16%10.25%
2003-1.85%14.10%3.79%14.44%
20023.95%-6.27%-9.23%3.18%
2001-7.68%6.88%-10.76%9.39%

Rank In Category (By Total Return)

YTD34
1-Month57
3-Month58
1-Year25
3-Year5
5-Year19

Load Adjusted Returns

1-Year21.07%
3-Year4.24%
5-Year10.71%
10-Year11.80%