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Principal MidCap Value I A (PCMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.21+0.02 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.27%
5-year average return10.30%
Number of years up3
Number of years down1
Best 1-yr total return (26 Jun 2024)30.84%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return30.84%
Worst 3-yr total return9.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCMVXCategory
YTD6.98%21.28%
1-month3.01%-1.96%
3-month2.83%4.90%
1-year22.40%55.83%
3-year5.22%11.08%
5-year11.90%11.93%
10-year8.39%10.64%
Last bull market25.33%25.54%
Last bear market-11.28%-22.08%

Annual total return (%) history

Year
PCMVXCategory
2024
N/AN/A
2023
10.62%N/A
2022
-6.40%N/A
2021
30.84%N/A
2020
5.84%2.63%
2019
N/A25.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.61%N/AN/AN/A
20231.62%2.43%-3.68%10.34%
2022-1.59%-11.28%-4.17%11.89%
202115.67%5.36%-0.93%8.37%
2020-29.51%19.84%5.05%19.27%
20191.50%5.50%N/AN/A

Rank in category (by total return)

YTD36
1-month65
3-month66
1-year58
3-year47
5-year35

Load adjusted returns

1-year15.67%
3-year3.26%
5-year10.64%
10-year7.78%