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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.22%
5-year average return8.77%
Number of years up4
Number of years down1
Best 1-yr total return (3 Oct 2024)33.53%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return33.53%
Worst 3-yr total return3.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEMCXCategory
YTD8.52%17.04%
1-month1.75%-0.01%
3-month7.73%5.47%
1-year22.47%50.44%
3-year5.71%13.15%
5-year8.73%13.75%
10-year0.00%11.35%
Last bull market22.85%25.95%
Last bear market-14.16%-22.55%

Annual total return (%) history

Year
PEMCXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20243.65%-2.82%7.73%N/A
20233.20%4.92%-3.65%12.86%
2022-8.02%-14.16%-6.16%13.17%
20215.07%7.24%-2.64%10.28%
2020-28.72%24.61%4.32%18.79%
201914.86%3.92%5.03%6.50%

Rank in category (by total return)

YTD93
1-month44
3-month60
1-year87
3-year66
5-year88

Load adjusted returns

1-year15.73%
3-year3.74%
5-year7.50%
10-yearN/A