Singapore markets closed

Principal MidCap S&P 400 Index R4 (PMFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.08+0.05 (+0.21%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.66%
5-year average return10.17%
Number of years up16
Number of years down7
Best 1-yr total return (9 Jun 2024)36.51%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return36.51%
Worst 3-yr total return6.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMFSXCategory
YTD7.63%17.04%
1-month4.34%-0.01%
3-month3.46%5.47%
1-year25.27%50.44%
3-year4.11%13.15%
5-year11.68%13.75%
10-year9.16%11.35%
Last bull market29.42%25.95%
Last bear market-15.50%-22.55%

Annual total return (%) history

Year
PMFSXCategory
2024
N/AN/A
2023
15.87%N/A
2022
-13.53%N/A
2021
24.00%N/A
2020
13.17%12.39%
2019
25.60%26.21%
2018
-11.61%-11.15%
2017
15.60%15.93%
2016
19.97%14.14%
2015
-2.72%-4.75%
2014
9.16%7.80%
2013
32.70%34.10%
2012
17.18%16.15%
2011
-2.25%-3.81%
2010
25.93%22.52%
2009
36.51%37.39%
2008
-36.64%-39.18%
2007
7.51%4.85%
2006
9.82%14.03%
2005
11.81%9.25%
2004
15.71%16.30%
2003
34.56%36.28%
2002
-15.53%-16.55%
2001
-1.17%-3.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.83%N/AN/AN/A
20233.69%4.75%-4.35%11.53%
2022-5.01%-15.50%-2.58%10.58%
202113.25%3.50%-1.90%7.85%
2020-29.76%23.97%4.65%24.19%
201914.38%2.91%-0.15%6.86%
2018-0.91%4.11%3.75%-17.40%
20173.76%1.86%3.04%6.15%
20163.65%3.79%4.02%7.21%
20155.17%-1.21%-8.64%2.47%
20142.88%4.18%-4.11%6.21%
201313.25%0.89%7.38%8.16%
201213.32%-5.05%5.31%3.41%
20119.19%-0.83%-19.95%12.78%
20108.96%-9.66%12.90%13.32%
2009-8.71%18.43%19.80%5.39%
2008-8.95%5.30%-10.92%-25.80%
20075.64%5.73%-0.99%-2.79%
20067.55%-3.31%-1.19%6.87%
2005-0.54%4.05%4.72%3.18%
20044.88%0.83%-2.31%12.01%
2003-4.73%17.45%6.50%12.91%
20026.02%-9.43%-16.68%5.59%
2001-10.81%12.75%-16.49%17.68%

Rank in category (by total return)

YTD34
1-month28
3-month27
1-year36
3-year49
5-year38

Load adjusted returns

1-year25.27%
3-year4.11%
5-year11.68%
10-year9.16%