Australia markets closed

Principal MidCap J (PMBJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.96+0.33 (+0.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.78%
5-year average return13.94%
Number of years up18
Number of years down4
Best 1-yr total return (26 Mar 2024)42.73%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return42.73%
Worst 3-yr total return4.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMBJXCategory
YTD6.85%10.80%
1-month5.68%4.43%
3-month12.71%7.00%
1-year27.74%48.17%
3-year8.44%21.26%
5-year13.51%20.18%
10-year12.07%14.07%
Last bull market38.89%27.14%
Last bear market-16.94%-21.26%

Annual total return (%) history

Year
PMBJXCategory
2023
25.70%N/A
2022
-23.24%N/A
2021
25.17%N/A
2020
18.15%39.26%
2019
42.73%32.52%
2018
-6.84%-6.65%
2017
25.20%23.91%
2016
10.12%6.03%
2015
1.22%-0.95%
2014
12.44%7.00%
2013
33.23%34.93%
2012
18.59%14.07%
2011
7.60%-3.96%
2010
23.02%24.61%
2009
32.29%39.11%
2008
-34.19%-43.77%
2007
8.77%15.09%
2006
13.35%9.00%
2005
8.38%9.84%
2004
16.74%13.23%
2003
30.67%35.96%
2002
-9.30%-27.24%
2001
N/A-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.50%9.63%-5.32%14.80%
2022-11.63%-16.94%-3.17%8.00%
20213.48%9.24%0.66%10.00%
2020-23.90%24.84%8.14%15.00%
201919.27%9.21%3.26%6.12%
2018-0.58%3.48%4.49%-13.33%
20177.47%4.94%5.83%4.89%
20160.91%3.20%4.80%0.90%
20156.38%-1.49%-7.64%4.58%
20141.23%4.85%-0.82%6.81%
201312.07%1.78%8.07%8.08%
201211.20%-2.85%6.43%3.14%
20119.11%2.64%-14.95%12.96%
20106.76%-4.96%9.45%10.78%
2009-7.95%17.67%15.46%5.78%
2008-6.70%5.42%-12.03%-23.95%
20073.14%8.29%-0.20%-2.42%
20064.35%-1.73%3.37%6.93%
2005-1.47%2.12%6.07%1.55%
20044.79%1.00%0.16%10.13%
2003-1.97%13.87%3.63%12.96%
20023.68%-6.33%-9.42%3.10%
20017.28%-10.76%9.23%N/A

Rank in category (by total return)

YTD44
1-month76
3-month78
1-year12
3-year3
5-year9

Load adjusted returns

1-year26.74%
3-year8.44%
5-year13.51%
10-year12.07%