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Principal MidCap Value I A (PCMVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.02
-0.10
(-0.58%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.84%
5-year average return
9.71%
Number of years up
3
Number of years down
1
Best 1-yr total return (2 July 2024)
30.84%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
30.84%
Worst 3-yr total return
9.03%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PCMVX
Category
YTD
5.39%
21.28%
1-month
-1.49%
-1.96%
3-month
-3.85%
4.90%
1-year
12.00%
55.83%
3-year
5.42%
11.08%
5-year
10.10%
11.93%
10-year
7.90%
10.64%
Last bull market
25.33%
25.54%
Last bear market
-11.28%
-22.08%
Annual total return (%) history
Year
PCMVX
Category
2024
N/A
N/A
2023
10.62%
N/A
2022
-6.40%
N/A
2021
30.84%
N/A
2020
5.84%
2.63%
2019
N/A
25.18%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.61%
-3.85%
N/A
N/A
2023
1.62%
2.43%
-3.68%
10.34%
2022
-1.59%
-11.28%
-4.17%
11.89%
2021
15.67%
5.36%
-0.93%
8.37%
2020
-29.51%
19.84%
5.05%
19.27%
2019
1.50%
5.50%
N/A
N/A
Rank in category (by total return)
YTD
29
1-month
26
3-month
50
1-year
48
3-year
49
5-year
36
Load adjusted returns
1-year
5.84%
3-year
3.45%
5-year
8.87%
10-year
7.29%
Data disclaimer
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