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Principal MidCap Value I R-6 (PCMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.26+0.14 (+0.82%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.31%
5-year average return10.59%
Number of years up3
Number of years down1
Best 1-yr total return (2 May 2024)31.31%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.31%
Worst 3-yr total return9.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCMSXCategory
YTD3.97%21.28%
1-month-5.23%-1.96%
3-month4.48%4.90%
1-year13.83%55.83%
3-year5.38%11.08%
5-year10.36%11.93%
10-year8.68%10.64%
Last bull market25.55%25.54%
Last bear market-11.13%-22.08%

Annual total return (%) history

Year
PCMSXCategory
2024
N/AN/A
2023
11.19%N/A
2022
-5.93%N/A
2021
31.31%N/A
2020
6.59%2.63%
2019
N/A25.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.70%N/AN/AN/A
20231.75%2.55%-3.54%10.47%
2022-1.48%-11.13%-4.15%12.09%
202115.70%5.46%-0.82%8.50%
2020-29.42%20.10%5.19%19.54%
20191.64%5.65%N/AN/A

Rank in category (by total return)

YTD25
1-month50
3-month35
1-year56
3-year35
5-year20

Load adjusted returns

1-year13.83%
3-year5.38%
5-year10.36%
10-year8.68%