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Principal Small-MidCap Dividend Inc Inst (PMDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.95+0.10 (+0.56%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.52%
5-Year Average Return7.73%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)30.41%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return30.41%
Worst 3-Yr Total Return0.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMDIXCategory
YTD4.98%21.28%
1-Month3.10%-1.96%
3-Month2.01%4.90%
1-Year26.27%55.83%
3-Year5.83%11.08%
5-Year9.55%11.93%
10-Year7.79%10.64%
Last Bull Market29.02%25.54%
Last Bear Market-11.41%-22.08%

Annual Total Return (%) History

Year
PMDIXCategory
2024
N/AN/A
2023
18.80%N/A
2022
-11.67%N/A
2021
30.41%N/A
2020
-6.31%2.63%
2019
25.39%25.18%
2018
-13.65%-12.86%
2017
13.30%13.22%
2016
30.05%18.06%
2015
-3.26%-5.41%
2014
7.62%9.31%
2013
30.08%35.14%
2012
16.13%16.60%
2011
N/A-3.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.37%N/AN/AN/A
20232.16%6.50%-4.22%14.00%
2022-4.72%-11.41%-4.79%9.92%
202113.77%4.54%-0.01%9.66%
2020-36.03%19.31%-1.90%25.12%
201911.76%2.64%3.25%5.86%
2018-3.03%3.47%2.66%-16.17%
20173.44%1.52%4.09%3.65%
20164.98%5.88%7.14%9.20%
20152.32%-2.56%-8.44%5.97%
20142.77%6.19%-5.89%4.79%
201312.56%1.73%6.15%7.01%
20129.22%-2.77%6.28%2.89%
2011-15.09%15.66%N/AN/A

Rank In Category (By Total Return)

YTD61
1-Month60
3-Month84
1-Year30
3-Year35
5-Year71

Load Adjusted Returns

1-Year26.27%
3-Year5.83%
5-Year9.55%
10-Year7.79%