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Principal MidCap Growth Fund III (PHASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.45+0.10 (+1.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.82%
5-year average return7.98%
Number of years up14
Number of years down5
Best 1-yr total return (2 May 2024)43.94%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return43.94%
Worst 3-yr total return-0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHASXCategory
YTD-0.41%10.80%
1-month-6.92%4.43%
3-month0.97%7.00%
1-year10.99%48.17%
3-year-1.85%21.26%
5-year7.82%20.18%
10-year8.73%14.07%
Last bull market28.40%27.14%
Last bear market-18.94%-21.26%

Annual total return (%) history

Year
PHASXCategory
2024
N/AN/A
2023
19.65%N/A
2022
-27.43%N/A
2021
15.06%N/A
2020
35.36%39.26%
2019
34.12%32.52%
2018
-5.32%-6.65%
2017
23.57%23.91%
2016
3.69%6.03%
2015
-2.69%-0.95%
2014
6.41%7.00%
2013
34.37%34.93%
2012
8.48%14.07%
2011
-5.17%-3.96%
2010
26.26%24.61%
2009
43.94%39.11%
2008
-48.84%-43.77%
2007
23.39%15.09%
2006
5.52%9.00%
2005
11.17%9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.00%N/AN/AN/A
20238.84%5.28%-7.58%13.00%
2022-13.31%-18.94%-0.89%4.20%
2021-0.35%8.29%1.85%4.68%
2020-20.13%30.30%9.94%18.31%
201917.82%7.11%0.00%6.28%
20183.61%2.64%8.22%-17.73%
20176.74%4.68%4.16%6.18%
2016-0.24%1.44%2.61%-0.15%
20155.07%-1.36%-8.18%2.26%
20140.82%2.07%-2.20%5.74%
201311.09%1.87%10.32%7.62%
201214.17%-7.26%3.77%-1.26%
20119.35%0.18%-20.53%8.91%
20107.79%-11.19%13.52%16.18%
2009-4.88%18.63%20.19%6.13%
2008-13.14%4.15%-20.65%-28.74%
20073.30%10.01%7.13%1.35%
200611.80%-7.33%-3.16%5.17%
2005-2.41%3.21%6.83%3.32%

Rank in category (by total return)

YTD80
1-month74
3-month81
1-year82
3-year52
5-year64

Load adjusted returns

1-year10.99%
3-year-1.85%
5-year7.82%
10-year8.73%