Australia markets close in 3 hours 5 minutes

Principal MidCap S&P 400 Index R6 (PMAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.28-0.23 (-0.98%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.77%
5-year average return10.64%
Number of years up5
Number of years down2
Best 1-yr total return (23 June 2024)26.07%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return26.07%
Worst 3-yr total return7.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMAPXCategory
YTD7.81%17.04%
1-month4.40%-0.01%
3-month3.58%5.47%
1-year25.80%50.44%
3-year4.52%13.15%
5-year12.10%13.75%
10-year9.50%11.35%
Last bull market29.56%25.95%
Last bear market-15.41%-22.55%

Annual total return (%) history

Year
PMAPXCategory
2024
N/AN/A
2023
16.33%N/A
2022
-13.21%N/A
2021
24.47%N/A
2020
13.57%12.39%
2019
26.07%26.21%
2018
-11.30%-11.15%
2017
15.97%15.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.90%N/AN/AN/A
20233.82%4.85%-4.25%11.62%
2022-4.93%-15.41%-2.50%10.69%
202113.36%3.60%-1.80%7.93%
2020-29.73%24.19%4.71%24.29%
201914.52%2.98%-0.10%7.01%
2018-0.89%4.24%3.82%-17.31%
20173.79%1.95%3.15%6.26%

Rank in category (by total return)

YTD29
1-month21
3-month19
1-year31
3-year42
5-year26

Load adjusted returns

1-year25.80%
3-year4.52%
5-year12.10%
10-year9.50%