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Principal MidCap Fund R-2 Class (PMBNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.55+0.61 (+1.85%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return11.25%
5-year average return10.78%
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)42.02%
Worst 1-yr total return (3 Feb 2019)-34.31%
Best 3-yr total return42.02%
Worst 3-yr total return-6.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMBNXCategory
YTD2.98%10.80%
1-month5.84%4.43%
3-month6.37%7.00%
1-year26.08%48.17%
3-year17.64%21.26%
5-year12.79%20.18%
10-year0.00%14.07%
Last bull market26.51%27.14%
Last bear market-15.95%-21.26%

Annual total return (%) history

Year
PMBNXCategory
2020
17.50%39.26%
2019
42.02%32.52%
2018
-7.31%-6.65%
2017
24.51%23.91%
2016
9.52%6.03%
2015
0.79%-0.95%
2014
11.93%7.00%
2013
32.68%34.93%
2012
18.27%14.07%
2011
7.31%-3.96%
2010
22.77%24.61%
2009
32.24%39.11%
2008
-34.31%-43.77%
2007
8.61%15.09%
2006
13.30%9.00%
2005
8.46%9.84%
2004
16.79%13.23%
2003
31.03%35.96%
2002
-9.07%-27.24%
2001
-3.93%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-23.98%24.65%7.97%14.84%
201919.12%9.08%3.08%6.03%
2018-0.71%3.34%4.38%-13.46%
20177.31%4.82%5.70%4.72%
20160.76%3.08%4.65%0.75%
20156.30%-1.63%-7.73%4.46%
20141.12%4.75%-0.97%6.69%
201311.94%1.72%7.93%7.96%
201211.13%-2.97%6.33%3.15%
20119.05%2.55%-15.08%12.99%
20106.70%-5.01%9.38%10.73%
2009-7.89%17.51%15.56%5.72%
2008-6.71%5.29%-12.08%-23.94%
20073.04%8.28%-0.19%-2.47%
20064.31%-1.71%3.34%6.94%
2005-1.38%2.10%6.09%1.54%
20044.83%1.00%0.16%10.13%
2003-1.96%14.00%3.70%13.05%
20023.75%-6.29%-9.35%3.16%
2001-7.78%6.79%-10.69%9.23%

Rank in category (by total return)

YTD84
1-month14
3-month92
1-year98
3-year72
5-year75

Load adjusted returns

1-year23.78%
3-year16.61%
5-year17.93%
10-year14.24%