Principal MidCap R5 (PMBPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 06:05PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return5.16%
5-year average return11.39%
Number of years up18
Number of years down5
Best 1-yr total return (22 Apr 2024)42.67%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return42.67%
Worst 3-yr total return4.25%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPMBPXCategory
YTD10.91%10.80%
1-month3.80%4.43%
3-month10.91%7.00%
1-year32.09%48.17%
3-year8.93%21.26%
5-year13.57%20.18%
10-year12.52%14.07%
Last bull market38.83%27.14%
Last bear market-16.94%-21.26%
Annual total return (%) history
YearPMBPXCategory
2024N/AN/A
202325.65%N/A
2022-23.28%N/A
202125.09%N/A
202018.07%39.26%
201942.67%32.52%
2018-6.83%-6.65%
201725.16%23.91%
201610.02%6.03%
20151.31%-0.95%
201412.47%7.00%
201333.33%34.93%
201218.84%14.07%
20117.86%-3.96%
201023.45%24.61%
200932.73%39.11%
2008-33.92%-43.77%
20079.16%15.09%
200613.81%9.00%
20058.94%9.84%
200417.40%13.23%
200331.62%35.96%
2002-8.63%-27.24%
2001-3.46%-19.98%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.91%N/AN/AN/A
20235.50%9.60%-5.33%14.78%
2022-11.65%-16.94%-3.16%7.96%
20213.46%9.22%0.67%9.97%
2020-23.91%24.82%8.13%14.98%
201919.23%9.23%3.23%6.12%
2018-0.59%3.51%4.46%-13.32%
20177.50%4.93%5.81%4.86%
20160.87%3.21%4.78%0.86%
20156.45%-1.51%-7.60%4.58%
20141.28%4.81%-0.79%6.80%
201312.12%1.77%8.09%8.09%
201211.23%-2.81%6.46%3.26%
20119.17%2.69%-14.96%13.13%
20106.89%-4.88%9.56%10.82%
2009-7.81%17.57%15.70%5.84%
2008-6.59%5.50%-11.98%-23.83%
20073.22%8.39%-0.06%-2.36%
20064.50%-1.62%3.44%7.02%
2005-1.29%2.24%6.19%1.66%
20045.00%1.15%0.24%10.28%
2003-1.85%14.19%3.79%13.15%
20023.95%-6.17%-9.21%3.18%
2001-7.58%6.87%-10.65%9.40%
Rank in category (by total return)
YTD30
1-month14
3-month30
1-year7
3-year4
5-year12
Load adjusted returns
1-year32.09%
3-year8.93%
5-year13.57%
10-year12.52%
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