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Principal MidCap Value I R4 (PABWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.73+0.13 (+0.78%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.78%
5-year average return10.31%
Number of years up14
Number of years down5
Best 1-yr total return (21 Apr 2024)33.39%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return33.39%
Worst 3-yr total return5.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPABWXCategory
YTD9.62%21.28%
1-month5.37%-1.96%
3-month9.62%4.90%
1-year19.43%55.83%
3-year8.79%11.08%
5-year11.98%11.93%
10-year8.88%10.64%
Last bull market49.93%25.54%
Last bear market-11.20%-22.08%

Annual total return (%) history

Year
PABWXCategory
2024
N/AN/A
2023
10.74%N/A
2022
-6.27%N/A
2021
30.86%N/A
2020
6.14%2.63%
2019
26.44%25.18%
2018
-11.23%-12.86%
2017
14.23%13.22%
2016
14.85%18.06%
2015
-7.54%-5.41%
2014
13.15%9.31%
2013
33.11%35.14%
2012
17.52%16.60%
2011
-4.35%-3.96%
2010
23.87%21.92%
2009
33.39%35.41%
2008
-35.99%-36.77%
2007
2.08%0.83%
2006
15.34%15.87%
2005
12.06%8.82%
2004
N/A17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.62%N/AN/AN/A
20231.64%2.39%-3.67%10.45%
2022-1.61%-11.20%-4.22%12.01%
202115.64%5.31%-0.89%8.42%
2020-29.51%19.98%5.10%19.41%
201913.47%3.91%1.59%5.56%
2018-1.88%2.32%4.28%-15.21%
20174.31%0.14%3.58%5.58%
20161.22%3.46%4.21%5.23%
20152.11%-2.26%-9.26%2.10%
20143.95%4.84%-2.15%6.11%
201313.25%2.02%6.30%8.38%
201212.12%-3.75%5.24%3.47%
20116.86%-0.79%-19.62%12.26%
20108.89%-10.69%13.33%12.38%
2009-11.40%16.97%22.13%5.39%
2008-7.93%3.53%-11.81%-23.85%
20075.02%4.10%-3.35%-3.40%
20065.98%-1.49%1.89%8.43%
20051.94%3.82%5.44%0.42%
20041.00%12.71%N/AN/A

Rank in category (by total return)

YTD20
1-month52
3-month20
1-year60
3-year37
5-year28

Load adjusted returns

1-year19.43%
3-year8.79%
5-year11.98%
10-year8.88%