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Principal MidCap Value I R3 (PMPRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.83+0.01 (+0.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.67%
5-Year Average Return10.06%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Apr 22, 2024)33.11%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return33.11%
Worst 3-Yr Total Return4.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMPRXCategory
YTD9.52%21.28%
1-Month5.33%-1.96%
3-Month9.52%4.90%
1-Year19.17%55.83%
3-Year8.58%11.08%
5-Year11.77%11.93%
10-Year8.67%10.64%
Last Bull Market49.71%25.54%
Last Bear Market-11.28%-22.08%

Annual Total Return (%) History

Year
PMPRXCategory
2024
N/AN/A
2023
10.53%N/A
2022
-6.44%N/A
2021
30.61%N/A
2020
6.00%2.63%
2019
26.15%25.18%
2018
-11.39%-12.86%
2017
13.97%13.22%
2016
14.60%18.06%
2015
-7.67%-5.41%
2014
12.95%9.31%
2013
32.88%35.14%
2012
17.19%16.60%
2011
-4.46%-3.96%
2010
23.57%21.92%
2009
33.11%35.41%
2008
-36.12%-36.77%
2007
1.91%0.83%
2006
15.23%15.87%
2005
11.85%8.82%
2004
N/A17.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.52%N/AN/AN/A
20231.58%2.34%-3.68%10.38%
2022-1.62%-11.28%-4.24%11.94%
202115.54%5.32%-0.94%8.35%
2020-29.50%19.92%5.12%19.28%
201913.41%3.92%1.52%5.44%
2018-1.88%2.26%4.22%-15.26%
20174.25%0.07%3.52%5.54%
20161.14%3.39%4.22%5.15%
20152.04%-2.27%-9.29%2.06%
20143.96%4.78%-2.22%6.04%
201313.26%1.96%6.19%8.35%
201211.96%-3.83%5.26%3.40%
20116.87%-0.87%-19.66%12.26%
20108.81%-10.70%13.26%12.30%
2009-11.53%16.86%22.18%5.38%
2008-8.02%3.45%-11.85%-23.84%
20074.96%4.04%-3.36%-3.43%
20066.00%-1.56%1.89%8.39%
20051.95%3.82%5.29%0.37%
20041.00%12.61%N/AN/A

Rank In Category (By Total Return)

YTD23
1-Month52
3-Month23
1-Year61
3-Year42
5-Year31

Load Adjusted Returns

1-Year19.17%
3-Year8.58%
5-Year11.77%
10-Year8.67%