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Principal Small-MidCap Dividend Inc A (PMDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.75-0.20 (-1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.83%
5-year average return7.74%
Number of years up8
Number of years down4
Best 1-yr total return (24 June 2024)30.03%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return30.03%
Worst 3-yr total return0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMDAXCategory
YTD4.89%21.28%
1-month3.12%-1.96%
3-month1.96%4.90%
1-year25.97%55.83%
3-year5.56%11.08%
5-year9.25%11.93%
10-year7.48%10.64%
Last bull market28.90%25.54%
Last bear market-11.43%-22.08%

Annual total return (%) history

Year
PMDAXCategory
2024
N/AN/A
2023
18.53%N/A
2022
-11.92%N/A
2021
30.03%N/A
2020
-6.57%2.63%
2019
25.01%25.18%
2018
-13.88%-12.86%
2017
12.94%13.22%
2016
29.68%18.06%
2015
-3.60%-5.41%
2014
7.21%9.31%
2013
29.45%35.14%
2012
15.54%16.60%
2011
N/A-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.29%N/AN/AN/A
20232.11%6.47%-4.31%13.95%
2022-4.80%-11.43%-4.88%9.82%
202113.73%4.43%-0.08%9.57%
2020-36.08%19.23%-1.98%25.08%
201911.67%2.51%3.20%5.82%
2018-3.16%3.47%2.55%-16.19%
20173.32%1.52%3.96%3.58%
20164.89%5.82%7.02%9.17%
20152.18%-2.58%-8.49%5.82%
20142.70%6.11%-6.06%4.73%
201312.32%1.73%5.99%6.89%
20129.00%-2.90%6.18%2.82%
2011-15.18%15.58%N/AN/A

Rank in category (by total return)

YTD63
1-month59
3-month85
1-year32
3-year40
5-year77

Load adjusted returns

1-year19.04%
3-year3.58%
5-year8.02%
10-year6.87%