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Principal Small-MidCap Dividend Inc R6 (PMDHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.98+0.09 (+0.50%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.61%
5-Year Average Return7.51%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)30.50%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return30.50%
Worst 3-Yr Total Return0.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMDHXCategory
YTD4.97%21.28%
1-Month3.14%-1.96%
3-Month2.01%4.90%
1-Year26.34%55.83%
3-Year5.90%11.08%
5-Year9.61%11.93%
10-Year7.86%10.64%
Last Bull Market29.03%25.54%
Last Bear Market-11.41%-22.08%

Annual Total Return (%) History

Year
PMDHXCategory
2024
N/AN/A
2023
18.91%N/A
2022
-11.62%N/A
2021
30.50%N/A
2020
-6.21%2.63%
2019
25.43%25.18%
2018
-13.48%-12.86%
2017
N/A13.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.34%N/AN/AN/A
20232.16%6.55%-4.24%14.07%
2022-4.74%-11.41%-4.75%9.95%
202113.80%4.53%0.07%9.62%
2020-35.97%19.33%-1.96%25.21%
201911.72%2.65%3.32%5.86%
2018-2.75%3.44%2.57%-16.14%
20171.59%4.05%3.67%N/A

Rank In Category (By Total Return)

YTD61
1-Month58
3-Month84
1-Year30
3-Year34
5-Year69

Load Adjusted Returns

1-Year26.34%
3-Year5.90%
5-Year9.61%
10-Year7.86%