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Principal MidCap Institutional (PCBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.70+0.40 (+0.99%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.27%
5-year average return11.41%
Number of years up18
Number of years down4
Best 1-yr total return (2 May 2024)42.91%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return42.91%
Worst 3-yr total return4.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCBIXCategory
YTD3.94%10.80%
1-month-6.33%4.43%
3-month2.79%7.00%
1-year21.41%48.17%
3-year4.54%21.26%
5-year11.03%20.18%
10-year12.12%14.07%
Last bull market31.73%27.14%
Last bear market-16.92%-21.26%

Annual total return (%) history

Year
PCBIXCategory
2024
N/AN/A
2023
25.87%N/A
2022
-23.18%N/A
2021
25.32%N/A
2020
18.26%39.26%
2019
42.91%32.52%
2018
-6.69%-6.65%
2017
25.32%23.91%
2016
10.25%6.03%
2015
1.47%-0.95%
2014
12.69%7.00%
2013
33.60%34.93%
2012
19.15%14.07%
2011
8.02%-3.96%
2010
23.78%24.61%
2009
33.08%39.11%
2008
-33.75%-43.77%
2007
9.39%15.09%
2006
14.05%9.00%
2005
9.31%9.84%
2004
17.65%13.23%
2003
32.67%35.96%
2002
-8.47%-27.24%
2001
N/A-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.97%N/AN/AN/A
20235.58%9.65%-5.32%14.83%
2022-11.61%-16.92%-3.12%7.99%
20213.49%9.28%0.71%10.04%
2020-23.88%24.86%8.17%15.02%
201919.28%9.28%3.25%6.19%
2018-0.51%3.50%4.51%-13.30%
20177.51%4.96%5.87%4.89%
20160.91%3.27%4.82%0.93%
20156.48%-1.46%-7.61%4.67%
20141.32%4.91%-0.78%6.85%
201312.17%1.87%8.08%8.18%
201211.38%-2.79%6.55%3.28%
20119.19%2.81%-14.91%13.10%
20106.95%-4.85%9.59%10.99%
2009-7.78%17.76%15.72%5.90%
2008-6.51%5.57%-11.95%-23.77%
20073.30%8.46%-0.06%-2.30%
20064.50%-1.55%3.52%7.09%
2005-1.22%2.32%6.26%1.78%
20045.01%1.24%0.32%10.32%
2003-1.76%14.30%3.71%13.92%
20023.98%-6.12%-9.17%3.25%
20017.03%-10.63%9.53%N/A

Rank in category (by total return)

YTD32
1-month56
3-month56
1-year23
3-year4
5-year16

Load adjusted returns

1-year21.41%
3-year4.54%
5-year11.03%
10-year12.12%