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Principal MidCap Fund R-1 Class (PMSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.53-0.49 (-1.29%)
At close: 08:00PM EST

Performance overview

Morningstar return rating★★★
Year-to-date return11.21%
5-year average return10.63%
Number of years up14
Number of years down2
Best 1-yr total return (3 Feb 2019)41.80%
Worst 1-yr total return (3 Feb 2019)-34.36%
Best 3-yr total return41.80%
Worst 3-yr total return-6.98%

Trailing returns (%) vs. Benchmarks

ReturnPMSBXCategory
YTD19.30%10.80%
1-month-2.44%4.43%
3-month0.85%7.00%
1-year23.72%48.17%
3-year21.93%21.26%
5-year16.01%20.18%
10-year16.09%14.07%
Last bull market26.35%27.14%
Last bear market-15.99%-21.26%

Annual total return (%) history

Year
PMSBXCategory
2021
N/AN/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
20213.29%N/AN/AN/A
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)

YTD25
1-month80
3-month25
1-year79
3-year60
5-year70

Load adjusted returns

1-year39.61%
3-year19.18%
5-year17.87%
10-year14.83%