Principal MidCap Growth III R5 (PPQPX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.30%
5-Year Average Return10.02%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (May 14, 2024)44.39%
Worst 1 Yr Total Return (May 14, 2024)N/A
Best 3-Yr Total Return44.39%
Worst 3-Yr Total Return0.58%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPPQPXCategory
YTD-0.09%10.80%
1-Month-6.79%4.43%
3-Month1.33%7.00%
1-Year11.73%48.17%
3-Year-1.21%21.26%
5-Year8.52%20.18%
10-Year9.41%14.07%
Last Bull Market28.83%27.14%
Last Bear Market-18.83%-21.26%
Annual Total Return (%) History
YearPPQPXCategory
2024N/AN/A
202320.30%N/A
2022-26.93%N/A
202115.76%N/A
202036.15%39.26%
201934.97%32.52%
2018-4.69%-6.65%
201724.37%23.91%
20164.25%6.03%
2015-2.03%-0.95%
20147.11%7.00%
201335.08%34.93%
20129.13%14.07%
2011-4.54%-3.96%
201027.09%24.61%
200944.39%39.11%
2008-48.56%-43.77%
200724.31%15.09%
20066.16%9.00%
200511.88%9.84%
200411.91%13.23%
200348.93%35.96%
2002-32.05%-27.24%
2001-27.75%-19.98%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20238.95%5.42%-7.36%13.07%
2022-13.12%-18.83%-0.70%4.35%
2021-0.20%8.47%2.04%4.78%
2020-20.03%30.53%10.08%18.49%
201918.03%7.19%0.25%6.41%
20183.75%2.84%8.36%-17.56%
20176.95%4.85%4.28%6.35%
2016-0.10%1.53%2.81%-0.03%
20155.22%-1.17%-8.03%2.44%
20141.05%2.17%-2.04%5.91%
201311.27%1.96%10.50%7.75%
201214.27%-7.14%3.93%-1.05%
20119.55%0.34%-20.40%9.11%
20108.13%-11.11%13.60%16.40%
2009-4.76%18.39%20.51%6.26%
2008-13.12%4.43%-20.64%-28.55%
20073.36%10.26%7.33%1.62%
200611.89%-7.15%-2.94%5.27%
2005-2.34%3.35%7.18%3.42%
20043.14%0.00%-6.73%16.33%
20031.36%19.04%9.85%12.35%
2002-4.11%-18.78%-17.52%5.77%
2001-29.38%19.38%-31.44%25.00%
Rank In Category (By Total Return)
YTD79
1-Month72
3-Month77
1-Year78
3-Year46
5-Year50
Load Adjusted Returns
1-Year11.73%
3-Year-1.21%
5-Year8.52%
10-Year9.41%
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