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Principal MidCap Growth R5 (PHPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.41+0.04 (+0.39%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.85%
5-year average return8.47%
Number of years up17
Number of years down6
Best 1-yr total return (30 June 2024)60.90%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return60.90%
Worst 3-yr total return-4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHPPXCategory
YTD3.94%10.80%
1-month1.98%4.43%
3-month-3.56%7.00%
1-year11.26%48.17%
3-year-4.79%21.26%
5-year9.98%20.18%
10-year9.90%14.07%
Last bull market26.93%27.14%
Last bear market-22.27%-21.26%

Annual total return (%) history

Year
PHPPXCategory
2024
N/AN/A
2023
13.55%N/A
2022
-32.38%N/A
2021
14.44%N/A
2020
60.90%39.26%
2019
31.09%32.52%
2018
-9.13%-6.65%
2017
28.93%23.91%
2016
2.96%6.03%
2015
2.01%-0.95%
2014
11.63%7.00%
2013
35.30%34.93%
2012
13.34%14.07%
2011
-6.81%-3.96%
2010
29.29%24.61%
2009
26.24%39.11%
2008
-41.51%-43.77%
2007
29.60%15.09%
2006
1.73%9.00%
2005
13.19%9.84%
2004
10.04%13.23%
2003
32.54%35.96%
2002
-40.54%-27.24%
2001
-25.16%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.61%N/AN/AN/A
20237.35%7.59%-9.34%8.44%
2022-12.50%-22.27%-1.83%1.28%
20213.48%4.60%0.49%5.21%
2020-18.78%38.03%11.69%28.49%
201921.85%5.06%-3.72%6.36%
20182.20%4.52%9.78%-22.51%
20179.33%4.02%6.27%6.69%
2016-3.95%4.70%4.21%-1.75%
20159.00%0.77%-7.94%0.87%
20143.96%5.04%-1.87%4.17%
201310.43%0.50%13.03%7.85%
201214.16%-3.39%3.51%-0.71%
20119.38%-2.00%-19.55%8.07%
20105.51%-8.36%13.84%17.45%
2009-3.18%5.75%15.34%6.90%
2008-10.81%6.00%-17.10%-25.37%
20073.25%9.86%8.23%5.56%
20068.49%-7.29%-2.72%3.97%
2005-2.44%4.34%6.72%4.20%
20042.51%2.62%-6.30%11.64%
2003-2.14%17.48%5.37%9.41%
2002-9.04%-28.42%-14.32%6.58%
2001-26.85%18.79%-36.50%35.63%

Rank in category (by total return)

YTD52
1-month55
3-month78
1-year90
3-year83
5-year53

Load adjusted returns

1-year11.26%
3-year-4.79%
5-year9.98%
10-year9.90%