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Principal MidCap R-6 (PMAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.92+0.38 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.34%
5-year average return12.71%
Number of years up5
Number of years down2
Best 1-yr total return (23 May 2024)43.08%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return43.08%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMAQXCategory
YTD3.96%10.80%
1-month-6.34%4.43%
3-month2.81%7.00%
1-year21.51%48.17%
3-year4.63%21.26%
5-year11.13%20.18%
10-year12.14%14.07%
Last bull market31.82%27.14%
Last bear market-16.89%-21.26%

Annual total return (%) history

Year
PMAQXCategory
2024
N/AN/A
2023
25.97%N/A
2022
-23.11%N/A
2021
25.39%N/A
2020
18.38%39.26%
2019
43.08%32.52%
2018
-6.62%-6.65%
2017
25.40%23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.01%N/AN/AN/A
20235.60%9.64%-5.25%14.83%
2022-11.59%-16.89%-3.12%8.02%
20213.49%9.31%0.71%10.06%
2020-23.85%24.89%8.18%15.06%
201919.35%9.26%3.32%6.20%
2018-0.51%3.54%4.55%-13.30%
20177.52%4.97%5.88%4.95%

Rank in category (by total return)

YTD32
1-month56
3-month56
1-year22
3-year4
5-year15

Load adjusted returns

1-year21.51%
3-year4.63%
5-year11.13%
10-year12.14%