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Principal MidCap S&P 400 Index R6 (PMAPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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23.07
-0.30
(-1.28%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.77%
5-year average return
10.37%
Number of years up
5
Number of years down
2
Best 1-yr total return (13 June 2024)
26.07%
Worst 1-yr total return (13 June 2024)
N/A
Best 3-yr total return
26.07%
Worst 3-yr total return
7.05%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PMAPX
Category
YTD
7.81%
17.04%
1-month
4.40%
-0.01%
3-month
3.58%
5.47%
1-year
25.80%
50.44%
3-year
4.52%
13.15%
5-year
12.10%
13.75%
10-year
9.50%
11.35%
Last bull market
29.56%
25.95%
Last bear market
-15.41%
-22.55%
Annual total return (%) history
Year
PMAPX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
9.90%
N/A
N/A
N/A
2023
3.82%
4.85%
-4.25%
11.62%
2022
-4.93%
-15.41%
-2.50%
10.69%
2021
13.36%
3.60%
-1.80%
7.93%
2020
-29.73%
24.19%
4.71%
24.29%
2019
14.52%
2.98%
-0.10%
7.01%
2018
-0.89%
4.24%
3.82%
-17.31%
2017
3.79%
1.95%
3.15%
6.26%
Rank in category (by total return)
YTD
29
1-month
21
3-month
19
1-year
31
3-year
42
5-year
26
Load adjusted returns
1-year
25.80%
3-year
4.52%
5-year
12.10%
10-year
9.50%
Data disclaimer
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