Principal MidCap Growth III R4 (PPQSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return0.77%
5-Year Average Return8.27%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Jun 20, 2024)44.39%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return44.39%
Worst 3-Yr Total Return0.49%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPPQSXCategory
YTD0.38%10.80%
1-Month0.58%4.43%
3-Month-4.29%7.00%
1-Year13.39%48.17%
3-Year-0.54%21.26%
5-Year9.66%20.18%
10-Year9.22%14.07%
Last Bull Market28.80%27.14%
Last Bear Market-18.86%-21.26%
Annual Total Return (%) History
YearPPQSXCategory
2024N/AN/A
202320.18%N/A
2022-27.02%N/A
202115.71%N/A
202035.89%39.26%
201934.91%32.52%
2018-4.81%-6.65%
201724.17%23.91%
20164.09%6.03%
2015-2.19%-0.95%
20147.06%7.00%
201334.94%34.93%
20128.97%14.07%
2011-4.71%-3.96%
201027.03%24.61%
200944.39%39.11%
2008-48.62%-43.77%
200724.06%15.09%
20066.00%9.00%
200511.74%9.84%
200411.73%13.23%
200348.24%35.96%
2002-32.19%-27.24%
2001-27.75%-19.98%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20247.18%N/AN/AN/A
20238.95%5.38%-7.42%13.07%
2022-13.18%-18.86%-0.76%4.38%
2021-0.14%8.37%2.04%4.77%
2020-20.11%30.51%10.07%18.40%
201917.97%7.20%0.26%6.40%
20183.73%2.79%8.39%-17.63%
20176.91%4.75%4.36%6.25%
2016-0.21%1.59%2.71%-0.03%
20155.09%-1.12%-8.11%2.42%
20141.00%2.14%-2.01%5.91%
201311.21%2.00%10.38%7.77%
201214.23%-7.18%3.91%-1.09%
20119.42%0.34%-20.41%9.05%
20108.01%-11.07%13.57%16.45%
2009-4.84%18.69%20.34%6.23%
2008-13.04%4.29%-20.55%-28.69%
20073.40%10.17%7.33%1.47%
200611.90%-7.22%-3.07%5.33%
2005-2.36%3.38%7.01%3.45%
20043.16%0.00%-6.77%16.16%
20031.17%19.11%9.56%12.28%
2002-4.24%-18.81%-17.55%5.79%
2001-29.38%19.38%-31.44%25.00%
Rank In Category (By Total Return)
YTD86
1-Month87
3-Month85
1-Year84
3-Year51
5-Year57
Load Adjusted Returns
1-Year13.39%
3-Year-0.54%
5-Year9.66%
10-Year9.22%
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