Principal MidCap R4 (PMBSX)
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 return5.57%
5-year average return11.55%
Number of years up18
Number of years down5
Best 1-yr total return (11 Apr 2024)42.49%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return42.49%
Worst 3-yr total return4.13%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPMBSXCategory
YTD10.87%10.80%
1-month3.79%4.43%
3-month10.87%7.00%
1-year31.95%48.17%
3-year8.80%21.26%
5-year13.44%20.18%
10-year12.38%14.07%
Last bull market38.71%27.14%
Last bear market-16.96%-21.26%
Annual total return (%) history
YearPMBSXCategory
2024N/AN/A
202325.53%N/A
2022-23.39%N/A
202124.93%N/A
202017.97%39.26%
201942.49%32.52%
2018-6.93%-6.65%
201724.95%23.91%
20169.94%6.03%
20151.11%-0.95%
201412.37%7.00%
201333.17%34.93%
201218.74%14.07%
20117.73%-3.96%
201023.25%24.61%
200932.60%39.11%
2008-34.01%-43.77%
20079.00%15.09%
200613.60%9.00%
20058.81%9.84%
200417.20%13.23%
200333.02%35.96%
2002-8.75%-27.24%
2001-3.67%-19.98%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.87%N/AN/AN/A
20235.48%9.59%-5.36%14.75%
2022-11.68%-16.96%-3.21%7.92%
20213.41%9.19%0.62%9.96%
2020-23.92%24.76%8.10%14.97%
201919.19%9.21%3.17%6.10%
2018-0.59%3.44%4.43%-13.34%
20177.39%4.94%5.81%4.79%
20160.86%3.18%4.74%0.85%
20156.34%-1.50%-7.67%4.55%
20141.22%4.82%-0.83%6.80%
201312.02%1.82%8.03%8.08%
201211.21%-2.85%6.48%3.21%
20119.17%2.66%-14.96%13.04%
20106.82%-4.91%9.56%10.75%
2009-7.85%17.54%15.67%5.84%
2008-6.67%5.45%-12.02%-23.80%
20073.11%8.37%-0.13%-2.34%
20064.45%-1.68%3.41%6.97%
2005-1.36%2.22%6.21%1.60%
20044.94%1.14%0.16%10.25%
2003-1.85%14.10%3.79%14.44%
20023.95%-6.27%-9.23%3.18%
2001-7.68%6.88%-10.76%9.39%
Rank in category (by total return)
YTD31
1-month14
3-month31
1-year8
3-year4
5-year14
Load adjusted returns
1-year31.95%
3-year8.80%
5-year13.44%
10-year12.38%
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