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Principal MidCap Value I R3 (PMPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.54+0.08 (+0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.43%
5-year average return9.74%
Number of years up14
Number of years down5
Best 1-yr total return (17 Apr 2024)33.11%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return33.11%
Worst 3-yr total return4.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMPRXCategory
YTD9.52%21.28%
1-month5.33%-1.96%
3-month9.52%4.90%
1-year19.17%55.83%
3-year8.58%11.08%
5-year11.77%11.93%
10-year8.67%10.64%
Last bull market49.71%25.54%
Last bear market-11.28%-22.08%

Annual total return (%) history

Year
PMPRXCategory
2024
N/AN/A
2023
10.53%N/A
2022
-6.44%N/A
2021
30.61%N/A
2020
6.00%2.63%
2019
26.15%25.18%
2018
-11.39%-12.86%
2017
13.97%13.22%
2016
14.60%18.06%
2015
-7.67%-5.41%
2014
12.95%9.31%
2013
32.88%35.14%
2012
17.19%16.60%
2011
-4.46%-3.96%
2010
23.57%21.92%
2009
33.11%35.41%
2008
-36.12%-36.77%
2007
1.91%0.83%
2006
15.23%15.87%
2005
11.85%8.82%
2004
N/A17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.52%N/AN/AN/A
20231.58%2.34%-3.68%10.38%
2022-1.62%-11.28%-4.24%11.94%
202115.54%5.32%-0.94%8.35%
2020-29.50%19.92%5.12%19.28%
201913.41%3.92%1.52%5.44%
2018-1.88%2.26%4.22%-15.26%
20174.25%0.07%3.52%5.54%
20161.14%3.39%4.22%5.15%
20152.04%-2.27%-9.29%2.06%
20143.96%4.78%-2.22%6.04%
201313.26%1.96%6.19%8.35%
201211.96%-3.83%5.26%3.40%
20116.87%-0.87%-19.66%12.26%
20108.81%-10.70%13.26%12.30%
2009-11.53%16.86%22.18%5.38%
2008-8.02%3.45%-11.85%-23.84%
20074.96%4.04%-3.36%-3.43%
20066.00%-1.56%1.89%8.39%
20051.95%3.82%5.29%0.37%
20041.00%12.61%N/AN/A

Rank in category (by total return)

YTD23
1-month52
3-month23
1-year61
3-year42
5-year31

Load adjusted returns

1-year19.17%
3-year8.58%
5-year11.77%
10-year8.67%