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Principal MidCap Growth III R3 (PPQMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.07-0.01 (-0.10%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.11%
5-year average return9.69%
Number of years up16
Number of years down7
Best 1-yr total return (14 May 2024)44.04%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return44.04%
Worst 3-yr total return0.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPQMXCategory
YTD-0.31%10.80%
1-month-6.90%4.43%
3-month1.15%7.00%
1-year11.32%48.17%
3-year-1.53%21.26%
5-year8.18%20.18%
10-year9.06%14.07%
Last bull market28.68%27.14%
Last bear market-18.83%-21.26%

Annual total return (%) history

Year
PPQMXCategory
2024
N/AN/A
2023
20.03%N/A
2022
-27.17%N/A
2021
15.41%N/A
2020
35.72%39.26%
2019
34.54%32.52%
2018
-4.95%-6.65%
2017
23.91%23.91%
2016
3.96%6.03%
2015
-2.44%-0.95%
2014
6.82%7.00%
2013
34.81%34.93%
2012
8.74%14.07%
2011
-4.92%-3.96%
2010
26.74%24.61%
2009
44.04%39.11%
2008
-48.67%-43.77%
2007
23.78%15.09%
2006
5.87%9.00%
2005
11.43%9.84%
2004
11.63%13.23%
2003
47.97%35.96%
2002
-31.43%-27.24%
2001
-27.85%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
20238.97%5.31%-7.52%13.10%
2022-13.19%-18.83%-0.92%4.31%
2021-0.29%8.41%1.94%4.74%
2020-20.11%30.39%10.05%18.38%
201917.92%7.07%0.18%6.37%
20183.74%2.68%8.29%-17.61%
20176.76%4.78%4.28%6.23%
2016-0.22%1.51%2.77%-0.13%
20154.99%-1.14%-8.17%2.37%
20140.93%2.09%-2.04%5.84%
201311.23%1.93%10.40%7.71%
201214.13%-7.15%3.85%-1.19%
20119.37%0.26%-20.45%9.00%
20107.91%-11.22%13.64%16.41%
2009-5.01%18.55%20.40%6.24%
2008-13.12%4.29%-20.65%-28.61%
20073.29%10.15%7.23%1.47%
200611.85%-7.28%-3.06%5.32%
2005-2.46%3.24%7.09%3.32%
20043.14%-0.13%-6.85%16.35%
20031.16%19.12%9.63%12.01%
2002-4.38%-18.86%-17.61%7.26%
2001-29.38%19.24%-31.48%25.04%

Rank in category (by total return)

YTD80
1-month74
3-month79
1-year81
3-year48
5-year57

Load adjusted returns

1-year11.32%
3-year-1.53%
5-year8.18%
10-year9.06%