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Principal MidCap C (PMBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.48-0.08 (-0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.87%
5-year average return10.18%
Number of years up13
Number of years down3
Best 1-yr total return (17 Apr 2024)41.49%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return41.49%
Worst 3-yr total return3.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMBCXCategory
YTD10.66%10.80%
1-month3.73%4.43%
3-month10.66%7.00%
1-year30.87%48.17%
3-year7.96%21.26%
5-year12.59%20.18%
10-year11.54%14.07%
Last bull market37.88%27.14%
Last bear market-17.14%-21.26%

Annual total return (%) history

Year
PMBCXCategory
2024
N/AN/A
2023
24.51%N/A
2022
-24.00%N/A
2021
24.08%N/A
2020
17.08%39.26%
2019
41.49%32.52%
2018
-7.64%-6.65%
2017
24.07%23.91%
2016
9.12%6.03%
2015
0.41%-0.95%
2014
11.48%7.00%
2013
32.13%34.93%
2012
17.76%14.07%
2011
6.80%-3.96%
2010
22.18%24.61%
2009
31.37%39.11%
2008
-34.64%-43.77%
2007
N/A15.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.66%N/AN/AN/A
20235.27%9.35%-5.54%14.50%
2022-11.85%-17.14%-3.40%7.72%
20213.25%8.98%0.43%9.79%
2020-24.07%24.57%7.87%14.75%
201919.00%8.98%3.01%5.92%
2018-0.82%3.27%4.28%-13.53%
20177.22%4.72%5.60%4.65%
20160.68%2.97%4.55%0.68%
20156.21%-1.72%-7.83%4.37%
20141.04%4.64%-1.03%6.54%
201311.84%1.62%7.76%7.88%
201211.02%-3.07%6.20%3.05%
20118.94%2.43%-15.12%12.76%
20106.64%-5.12%9.25%10.53%
2009-8.10%17.51%15.23%5.57%
2008-6.80%5.18%-12.24%-24.03%
20078.19%-0.38%-2.64%N/A

Rank in category (by total return)

YTD33
1-month15
3-month33
1-year9
3-year5
5-year20

Load adjusted returns

1-year29.87%
3-year7.96%
5-year12.59%
10-year11.54%