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Principal MidCap S&P 400 Index R1 (PMSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.06+0.07 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.27%
5-year average return9.35%
Number of years up14
Number of years down5
Best 1-yr total return (26 Jun 2024)35.96%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return35.96%
Worst 3-yr total return6.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMSSXCategory
YTD7.37%17.04%
1-month4.31%-0.01%
3-month3.30%5.47%
1-year24.66%50.44%
3-year3.60%13.15%
5-year11.12%13.75%
10-year8.62%11.35%
Last bull market29.18%25.95%
Last bear market-15.64%-22.55%

Annual total return (%) history

Year
PMSSXCategory
2024
N/AN/A
2023
15.32%N/A
2022
-13.93%N/A
2021
23.36%N/A
2020
12.56%12.39%
2019
24.97%26.21%
2018
-12.03%-11.15%
2017
15.00%15.93%
2016
19.43%14.14%
2015
-3.19%-4.75%
2014
8.61%7.80%
2013
32.00%34.10%
2012
16.67%16.15%
2011
-2.77%-3.81%
2010
25.22%22.52%
2009
35.96%37.39%
2008
-36.97%-39.18%
2007
6.99%4.85%
2006
9.18%14.03%
2005
11.29%9.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.66%N/AN/AN/A
20233.59%4.60%-4.45%11.38%
2022-5.08%-15.64%-2.68%10.45%
202113.10%3.38%-2.02%7.68%
2020-29.90%23.92%4.47%24.04%
201914.19%2.80%-0.30%6.78%
2018-1.08%4.04%3.59%-17.49%
20173.61%1.72%2.94%6.00%
20163.51%3.67%3.86%7.16%
20155.04%-1.29%-8.76%2.34%
20142.79%4.07%-4.26%6.06%
201313.16%0.72%7.24%8.00%
201213.26%-5.21%5.14%3.36%
20119.06%-0.98%-20.03%12.58%
20108.75%-9.83%12.79%13.22%
2009-8.72%18.19%19.71%5.27%
2008-9.03%5.16%-11.05%-25.92%
20075.52%5.56%-1.07%-2.91%
20067.36%-3.43%-1.28%6.67%
2005-0.63%3.95%4.56%3.03%

Rank in category (by total return)

YTD38
1-month29
3-month30
1-year43
3-year57
5-year51

Load adjusted returns

1-year24.66%
3-year3.60%
5-year11.12%
10-year8.62%