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Principal MidCap Value I R1 (PLASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.13+0.03 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.40%
5-year average return9.67%
Number of years up14
Number of years down5
Best 1-yr total return (25 Apr 2024)32.90%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return32.90%
Worst 3-yr total return4.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLASXCategory
YTD9.45%21.28%
1-month5.29%-1.96%
3-month9.45%4.90%
1-year18.80%55.83%
3-year8.24%11.08%
5-year11.42%11.93%
10-year8.33%10.64%
Last bull market49.28%25.54%
Last bear market-11.38%-22.08%

Annual total return (%) history

Year
PLASXCategory
2024
N/AN/A
2023
10.18%N/A
2022
-6.72%N/A
2021
30.18%N/A
2020
5.66%2.63%
2019
25.74%25.18%
2018
-11.62%-12.86%
2017
13.67%13.22%
2016
14.23%18.06%
2015
-7.96%-5.41%
2014
12.58%9.31%
2013
32.45%35.14%
2012
16.90%16.60%
2011
-4.81%-3.96%
2010
23.16%21.92%
2009
32.90%35.41%
2008
-36.34%-36.77%
2007
1.56%0.83%
2006
14.88%15.87%
2005
11.49%8.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.45%N/AN/AN/A
20231.51%2.29%-3.76%10.25%
2022-1.68%-11.38%-4.33%11.89%
202115.46%5.19%-0.97%8.24%
2020-29.58%19.81%5.02%19.25%
201913.28%3.80%1.42%5.43%
2018-2.00%2.18%4.20%-15.30%
20174.20%0.00%3.47%5.44%
20161.09%3.31%4.08%5.09%
20152.01%-2.38%-9.34%1.96%
20143.88%4.65%-2.25%5.94%
201313.17%1.86%6.14%8.26%
201211.99%-3.93%5.16%3.33%
20116.75%-0.87%-19.74%12.07%
20108.67%-10.78%13.16%12.25%
2009-11.48%16.81%22.07%5.28%
2008-8.07%3.39%-11.93%-23.95%
20074.83%3.99%-3.44%-3.52%
20065.92%-1.64%1.82%8.30%
20051.86%3.65%5.29%0.29%

Rank in category (by total return)

YTD24
1-month54
3-month24
1-year66
3-year46
5-year35

Load adjusted returns

1-year18.80%
3-year8.24%
5-year11.42%
10-year8.33%