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Principal MidCap R1 (PMSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.22+0.33 (+0.97%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.98%
5-Year Average Return10.54%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)41.80%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return41.80%
Worst 3-Yr Total Return3.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMSBXCategory
YTD3.65%10.80%
1-Month-6.43%4.43%
3-Month2.57%7.00%
1-Year20.45%48.17%
3-Year3.72%21.26%
5-Year10.16%20.18%
10-Year11.24%14.07%
Last Bull Market31.35%27.14%
Last Bear Market-17.08%-21.26%

Annual Total Return (%) History

Year
PMSBXCategory
2024
N/AN/A
2023
24.89%N/A
2022
-23.78%N/A
2021
24.32%N/A
2020
17.36%39.26%
2019
41.80%32.52%
2018
-7.42%-6.65%
2017
24.41%23.91%
2016
9.38%6.03%
2015
0.60%-0.95%
2014
11.82%7.00%
2013
32.56%34.93%
2012
18.04%14.07%
2011
7.17%-3.96%
2010
22.72%24.61%
2009
31.88%39.11%
2008
-34.36%-43.77%
2007
8.46%15.09%
2006
13.04%9.00%
2005
8.28%9.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
20235.37%9.41%-5.47%14.60%
2022-11.78%-17.08%-3.33%7.77%
20213.29%9.05%0.50%9.81%
2020-24.00%24.59%7.95%14.81%
201919.08%9.04%3.03%6.00%
2018-0.76%3.31%4.33%-13.45%
20177.31%4.80%5.65%4.70%
20160.77%3.01%4.61%0.72%
20156.21%-1.65%-7.76%4.40%
20141.13%4.69%-0.97%6.65%
201311.96%1.67%7.86%7.97%
201211.09%-2.98%6.29%3.04%
20118.99%2.56%-15.12%12.95%
20106.73%-5.03%9.34%10.73%
2009-8.02%17.58%15.39%5.68%
2008-6.72%5.30%-12.10%-23.98%
20073.04%8.28%-0.26%-2.53%
20064.30%-1.78%3.26%6.86%
2005-1.45%2.09%5.99%1.53%

Rank In Category (By Total Return)

YTD36
1-Month59
3-Month60
1-Year29
3-Year5
5-Year21

Load Adjusted Returns

1-Year20.45%
3-Year3.72%
5-Year10.16%
10-Year11.24%