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Principal MidCap R6 (PMAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.43+0.69 (+1.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.30%
5-year average return12.99%
Number of years up5
Number of years down2
Best 1-yr total return (9 Oct 2024)43.08%
Worst 1-yr total return (9 Oct 2024)N/A
Best 3-yr total return43.08%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMAQXCategory
YTD19.82%10.80%
1-month2.43%4.43%
3-month10.91%7.00%
1-year37.59%48.17%
3-year8.50%21.26%
5-year12.84%20.18%
10-year13.14%14.07%
Last bull market31.82%27.14%
Last bear market-16.89%-21.26%

Annual total return (%) history

Year
PMAQXCategory
2024
N/AN/A
2023
25.97%N/A
2022
-23.11%N/A
2021
25.39%N/A
2020
18.38%39.26%
2019
43.08%32.52%
2018
-6.62%-6.65%
2017
25.40%23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.01%-2.68%10.91%N/A
20235.60%9.64%-5.25%14.83%
2022-11.59%-16.89%-3.12%8.02%
20213.49%9.31%0.71%10.06%
2020-23.85%24.89%8.18%15.06%
201919.35%9.26%3.32%6.20%
2018-0.51%3.54%4.55%-13.30%
20177.52%4.97%5.88%4.95%

Rank in category (by total return)

YTD9
1-month46
3-month7
1-year8
3-year5
5-year16

Load adjusted returns

1-year37.59%
3-year8.50%
5-year12.84%
10-year13.14%