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Principal MidCap Growth R1 (PMSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.76+0.08 (+1.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.48%
5-year average return8.29%
Number of years up15
Number of years down4
Best 1-yr total return (9 Jun 2024)59.92%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return59.92%
Worst 3-yr total return-4.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMSGXCategory
YTD3.55%10.80%
1-month1.82%4.43%
3-month-3.74%7.00%
1-year10.56%48.17%
3-year-5.39%21.26%
5-year9.30%20.18%
10-year9.22%14.07%
Last bull market26.65%27.14%
Last bear market-22.42%-21.26%

Annual total return (%) history

Year
PMSGXCategory
2024
N/AN/A
2023
12.91%N/A
2022
-32.83%N/A
2021
13.83%N/A
2020
59.92%39.26%
2019
30.20%32.52%
2018
-9.65%-6.65%
2017
28.12%23.91%
2016
2.25%6.03%
2015
1.42%-0.95%
2014
11.00%7.00%
2013
34.31%34.93%
2012
12.78%14.07%
2011
-7.39%-3.96%
2010
28.52%24.61%
2009
25.32%39.11%
2008
-41.90%-43.77%
2007
28.76%15.09%
2006
1.20%9.00%
2005
12.54%9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.43%N/AN/AN/A
20237.16%7.49%-9.55%8.38%
2022-12.66%-22.42%-1.90%1.06%
20213.38%4.39%0.39%5.07%
2020-18.93%37.87%11.60%28.21%
201921.55%5.00%-3.90%6.15%
20182.07%4.32%9.72%-22.66%
20179.15%3.88%6.13%6.47%
2016-4.16%4.52%4.15%-1.99%
20158.72%0.63%-8.12%0.90%
20143.71%5.01%-2.05%4.05%
201310.11%0.42%12.80%7.68%
201214.00%-3.47%3.29%-0.79%
20119.25%-2.18%-19.65%7.86%
20105.43%-8.53%13.73%17.18%
2009-3.40%5.51%15.24%6.70%
2008-11.00%5.83%-17.32%-25.40%
20072.98%9.68%8.04%5.52%
20068.28%-7.51%-2.71%3.86%
2005-2.71%4.36%6.51%4.08%

Rank in category (by total return)

YTD59
1-month58
3-month81
1-year93
3-year86
5-year64

Load adjusted returns

1-year10.56%
3-year-5.39%
5-year9.30%
10-year9.22%