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Principal Edge MidCap A (PEMCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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13.22
+0.07
(+0.53%)
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
7.22%
5-year average return
8.77%
Number of years up
4
Number of years down
1
Best 1-yr total return (3 Oct 2024)
33.53%
Worst 1-yr total return (3 Oct 2024)
N/A
Best 3-yr total return
33.53%
Worst 3-yr total return
3.75%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PEMCX
Category
YTD
8.52%
17.04%
1-month
1.75%
-0.01%
3-month
7.73%
5.47%
1-year
22.47%
50.44%
3-year
5.71%
13.15%
5-year
8.73%
13.75%
10-year
0.00%
11.35%
Last bull market
22.85%
25.95%
Last bear market
-14.16%
-22.55%
Annual total return (%) history
Year
PEMCX
Category
2024
N/A
N/A
2023
17.74%
N/A
2022
-16.15%
N/A
2021
20.99%
N/A
2020
10.07%
12.39%
2019
33.53%
26.21%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.65%
-2.82%
7.73%
N/A
2023
3.20%
4.92%
-3.65%
12.86%
2022
-8.02%
-14.16%
-6.16%
13.17%
2021
5.07%
7.24%
-2.64%
10.28%
2020
-28.72%
24.61%
4.32%
18.79%
2019
14.86%
3.92%
5.03%
6.50%
Rank in category (by total return)
YTD
93
1-month
44
3-month
60
1-year
87
3-year
66
5-year
88
Load adjusted returns
1-year
15.73%
3-year
3.74%
5-year
7.50%
10-year
N/A
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