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Principal Fds, Inc. MidCap Fd Cl R-4 (PMBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.64-0.21 (-0.62%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.28%
5-year average return11.19%
Number of years up17
Number of years down4
Best 1-yr total return (3 Feb 2019)42.49%
Worst 1-yr total return (3 Feb 2019)-34.01%
Best 3-yr total return42.49%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

ReturnPMBSXCategory
YTD-25.11%10.80%
1-month3.83%4.43%
3-month-8.47%7.00%
1-year-25.92%48.17%
3-year4.94%21.26%
5-year11.07%20.18%
10-year12.18%14.07%
Last bull market38.71%27.14%
Last bear market-26.35%-21.26%

Annual total return (%) history

Year
PMBSXCategory
2021
N/AN/A
2020
17.97%39.26%
2019
42.49%32.52%
2018
-6.93%-6.65%
2017
24.95%23.91%
2016
9.94%6.03%
2015
1.11%-0.95%
2014
12.37%7.00%
2013
33.17%34.93%
2012
18.74%14.07%
2011
7.73%-3.96%
2010
23.25%24.61%
2009
32.60%39.11%
2008
-34.01%-43.77%
2007
9.00%15.09%
2006
13.60%9.00%
2005
8.81%9.84%
2004
17.20%13.23%
2003
33.02%35.96%
2002
-8.75%-27.24%
2001
-3.67%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.41%N/AN/AN/A
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)

YTD26
1-month21
3-month11
1-year13
3-year39
5-year33

Load adjusted returns

1-year-9.43%
3-year11.25%
5-year11.62%
10-year13.89%