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Principal MidCap Growth Fund (PFPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.90+0.01 (+0.11%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.81%
5-year average return9.61%
Number of years up17
Number of years down6
Best 1-yr total return (14 May 2024)60.31%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return60.31%
Worst 3-yr total return-4.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFPPXCategory
YTD1.79%10.80%
1-month-6.99%4.43%
3-month1.31%7.00%
1-year9.51%48.17%
3-year-6.52%21.26%
5-year8.10%20.18%
10-year9.74%14.07%
Last bull market26.87%27.14%
Last bear market-22.23%-21.26%

Annual total return (%) history

Year
PFPPXCategory
2024
N/AN/A
2023
13.26%N/A
2022
-32.57%N/A
2021
14.06%N/A
2020
60.31%39.26%
2019
30.78%32.52%
2018
-9.40%-6.65%
2017
28.50%23.91%
2016
2.60%6.03%
2015
1.72%-0.95%
2014
11.41%7.00%
2013
34.67%34.93%
2012
13.10%14.07%
2011
-7.15%-3.96%
2010
28.80%24.61%
2009
25.87%39.11%
2008
-41.62%-43.77%
2007
29.11%15.09%
2006
1.61%9.00%
2005
12.69%9.84%
2004
9.96%13.23%
2003
32.06%35.96%
2002
-40.79%-27.24%
2001
-25.29%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.44%N/AN/AN/A
20237.31%7.44%-9.39%8.42%
2022-12.59%-22.23%-1.88%1.09%
20213.45%4.50%0.40%5.09%
2020-18.85%37.85%11.61%28.41%
201921.72%5.01%-3.79%6.35%
20182.17%4.36%9.83%-22.63%
20179.25%3.96%6.18%6.55%
2016-4.13%4.63%4.27%-1.90%
20158.97%0.70%-8.17%0.95%
20143.94%4.97%-1.99%4.19%
201310.32%0.40%12.86%7.74%
201214.11%-3.40%3.38%-0.75%
20119.30%-2.18%-19.51%7.89%
20105.34%-8.45%13.76%17.40%
2009-3.46%5.70%15.37%6.92%
2008-10.82%5.87%-17.25%-25.27%
20073.02%9.78%8.27%5.44%
20068.48%-7.41%-2.77%4.04%
2005-2.64%4.23%6.66%4.11%
20042.54%2.47%-6.38%11.79%
2003-1.91%17.07%5.42%9.09%
2002-9.21%-28.39%-14.38%6.36%
2001-26.77%18.64%-36.54%35.51%

Rank in category (by total return)

YTD56
1-month75
3-month77
1-year90
3-year81
5-year58

Load adjusted returns

1-year9.51%
3-year-6.52%
5-year8.10%
10-year9.74%