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Principal MidCap R1 (PMSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.94-0.47 (-1.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.96%
5-year average return10.36%
Number of years up16
Number of years down3
Best 1-yr total return (14 Jul 2024)41.80%
Worst 1-yr total return (14 Jul 2024)N/A
Best 3-yr total return41.80%
Worst 3-yr total return3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMSBXCategory
YTD7.56%10.80%
1-month0.38%4.43%
3-month-2.91%7.00%
1-year16.52%48.17%
3-year4.16%21.26%
5-year10.28%20.18%
10-year10.98%14.07%
Last bull market31.35%27.14%
Last bear market-17.08%-21.26%

Annual total return (%) history

Year
PMSBXCategory
2024
N/AN/A
2023
24.89%N/A
2022
-23.78%N/A
2021
24.32%N/A
2020
17.36%39.26%
2019
41.80%32.52%
2018
-7.42%-6.65%
2017
24.41%23.91%
2016
9.38%6.03%
2015
0.60%-0.95%
2014
11.82%7.00%
2013
32.56%34.93%
2012
18.04%14.07%
2011
7.17%-3.96%
2010
22.72%24.61%
2009
31.88%39.11%
2008
-34.36%-43.77%
2007
8.46%15.09%
2006
13.04%9.00%
2005
8.28%9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.78%-2.91%N/AN/A
20235.37%9.41%-5.47%14.60%
2022-11.78%-17.08%-3.33%7.77%
20213.29%9.05%0.50%9.81%
2020-24.00%24.59%7.95%14.81%
201919.08%9.04%3.03%6.00%
2018-0.76%3.31%4.33%-13.45%
20177.31%4.80%5.65%4.70%
20160.77%3.01%4.61%0.72%
20156.21%-1.65%-7.76%4.40%
20141.13%4.69%-0.97%6.65%
201311.96%1.67%7.86%7.97%
201211.09%-2.98%6.29%3.04%
20118.99%2.56%-15.12%12.95%
20106.73%-5.03%9.34%10.73%
2009-8.02%17.58%15.39%5.68%
2008-6.72%5.30%-12.10%-23.98%
20073.04%8.28%-0.26%-2.53%
20064.30%-1.78%3.26%6.86%
2005-1.45%2.09%5.99%1.53%

Rank in category (by total return)

YTD32
1-month53
3-month34
1-year24
3-year8
5-year26

Load adjusted returns

1-year16.52%
3-year4.16%
5-year10.28%
10-year10.98%