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Principal Funds, Inc. - MidCap Fund, Class R6 (PMAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.93-0.15 (-0.45%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.31%
5-year average return0.00%
Number of years up4
Number of years down1
Best 1-yr total return (3 Feb 2019)43.08%
Worst 1-yr total return (3 Feb 2019)-6.62%
Best 3-yr total return43.08%
Worst 3-yr total return16.51%

Trailing returns (%) vs. Benchmarks

ReturnPMAQXCategory
YTD-24.85%10.80%
1-month3.90%4.43%
3-month-8.36%7.00%
1-year-25.64%48.17%
3-year5.34%21.26%
5-year0.00%20.18%
10-year0.00%14.07%
Last bull market39.15%27.14%
Last bear market-26.29%-21.26%

Annual total return (%) history

Year
PMAQXCategory
2021
N/AN/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
20213.49%N/AN/AN/A
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)

YTD24
1-month21
3-month11
1-year12
3-year32
5-year28

Load adjusted returns

1-year-9.11%
3-year11.67%
5-year12.03%
10-year14.18%