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Principal MidCap Fund R-3 Class (PMBMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.07+0.41 (+1.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return11.27%
5-year average return10.98%
Number of years up17
Number of years down4
Best 1-yr total return (3 Feb 2019)42.24%
Worst 1-yr total return (3 Feb 2019)-34.12%
Best 3-yr total return42.24%
Worst 3-yr total return-1.74%

Trailing returns (%) vs. Benchmarks

ReturnPMBMXCategory
YTD-25.69%10.80%
1-month-5.95%4.43%
3-month-16.18%7.00%
1-year-18.64%48.17%
3-year5.78%21.26%
5-year11.25%20.18%
10-year12.54%14.07%
Last bull market38.46%27.14%
Last bear market-26.35%-21.26%

Annual total return (%) history

Year
PMBMXCategory
2021
N/AN/A
2020
17.70%39.26%
2019
42.24%32.52%
2018
-7.10%-6.65%
2017
24.73%23.91%
2016
9.70%6.03%
2015
0.96%-0.95%
2014
12.17%7.00%
2013
32.97%34.93%
2012
18.46%14.07%
2011
7.43%-3.96%
2010
23.05%24.61%
2009
32.35%39.11%
2008
-34.12%-43.77%
2007
8.82%15.09%
2006
13.52%9.00%
2005
8.58%9.84%
2004
17.21%13.23%
2003
31.21%35.96%
2002
-8.91%-27.24%
2001
-3.76%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.37%N/AN/AN/A
2020-23.96%24.70%8.05%14.88%
201919.15%9.14%3.14%6.05%
2018-0.65%3.42%4.38%-13.38%
20177.37%4.89%5.72%4.76%
20160.79%3.14%4.71%0.78%
20156.33%-1.59%-7.71%4.54%
20141.20%4.79%-0.90%6.73%
201312.04%1.74%8.00%8.01%
201211.22%-2.91%6.35%3.16%
20119.05%2.65%-15.01%12.93%
20106.78%-5.01%9.50%10.80%
2009-7.88%17.50%15.54%5.83%
2008-6.63%5.38%-12.07%-23.86%
20073.15%8.34%-0.19%-2.44%
20064.43%-1.77%3.46%6.96%
2005-1.37%2.09%6.14%1.60%
20044.83%1.23%0.24%10.18%
2003-1.96%14.10%3.70%13.12%
20023.75%-6.18%-9.33%3.21%
2001-7.77%6.89%-10.77%9.41%

Rank in category (by total return)

YTD27
1-month21
3-month12
1-year13
3-year44
5-year35

Load adjusted returns

1-year-9.60%
3-year11.04%
5-year11.41%
10-year13.67%