Australia markets closed

Principal MidCap Fund (PEMGX)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
Add to watchlist
43.01+0.38 (+0.89%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.09%
5-year average return11.70%
Number of years up15
Number of years down3
Best 1-yr total return (12 Sept 2024)42.48%
Worst 1-yr total return (12 Sept 2024)N/A
Best 3-yr total return42.48%
Worst 3-yr total return4.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEMGXCategory
YTD16.72%10.80%
1-month1.83%4.43%
3-month8.70%7.00%
1-year27.03%48.17%
3-year5.95%21.26%
5-year12.09%20.18%
10-year12.18%14.07%
Last bull market31.64%27.14%
Last bear market-16.98%-21.26%

Annual total return (%) history

Year
PEMGXCategory
2024
N/AN/A
2023
25.55%N/A
2022
-23.37%N/A
2021
24.97%N/A
2020
17.96%39.26%
2019
42.48%32.52%
2018
-6.93%-6.65%
2017
24.93%23.91%
2016
9.93%6.03%
2015
1.13%-0.95%
2014
12.33%7.00%
2013
33.15%34.93%
2012
18.57%14.07%
2011
7.63%-3.96%
2010
23.12%24.61%
2009
32.50%39.11%
2008
-34.09%-43.77%
2007
9.01%15.09%
2006
13.68%9.00%
2005
N/A9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.89%-2.75%N/AN/A
20235.50%9.57%-5.36%14.76%
2022-11.66%-16.98%-3.21%7.95%
20213.42%9.20%0.63%9.96%
2020-23.89%24.72%8.09%14.98%
201919.18%9.18%3.20%6.10%
2018-0.64%3.46%4.47%-13.34%
20177.42%4.88%5.78%4.83%
20160.83%3.18%4.77%0.85%
20156.38%-1.52%-7.68%4.56%
20141.24%4.79%-0.84%6.79%
201312.11%1.72%8.02%8.08%
201211.19%-2.89%6.43%3.17%
20119.05%2.70%-15.02%13.09%
20106.73%-4.90%9.42%10.85%
2009-7.84%17.51%15.55%5.88%
2008-6.59%5.43%-12.07%-23.89%
20073.15%8.39%-0.13%-2.36%
20064.42%-1.69%3.52%6.98%
20056.19%1.64%N/AN/A

Rank in category (by total return)

YTD11
1-month50
3-month9
1-year9
3-year6
5-year17

Load adjusted returns

1-year20.04%
3-year3.97%
5-year10.83%
10-year11.55%