Singapore markets close in 3 hours 35 minutes

Principal MidCap Growth Fund III R-2 Class (PPQNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.62+0.28 (+2.27%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return12.48%
5-year average return8.33%
Number of years up14
Number of years down6
Best 1-yr total return (3 Feb 2019)44.11%
Worst 1-yr total return (3 Feb 2019)-48.81%
Best 3-yr total return44.11%
Worst 3-yr total return-12.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPQNXCategory
YTD2.77%10.80%
1-month2.94%4.43%
3-month8.44%7.00%
1-year47.44%48.17%
3-year20.12%21.26%
5-year13.42%20.18%
10-year0.00%14.07%
Last bull market23.48%27.14%
Last bear market-22.54%-21.26%

Annual total return (%) history

Year
PPQNXCategory
2020
35.44%39.26%
2019
34.37%32.52%
2018
-5.19%-6.65%
2017
23.71%23.91%
2016
3.79%6.03%
2015
-2.49%-0.95%
2014
6.62%7.00%
2013
34.53%34.93%
2012
8.54%14.07%
2011
-5.09%-3.96%
2010
26.52%24.61%
2009
44.11%39.11%
2008
-48.81%-43.77%
2007
23.59%15.09%
2006
5.58%9.00%
2005
11.33%9.84%
2004
11.33%13.23%
2003
47.93%35.96%
2002
-32.58%-27.24%
2001
-28.04%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.19%30.48%9.94%18.30%
201917.91%7.06%0.10%6.34%
20183.66%2.62%8.25%-17.67%
20176.71%4.72%4.20%6.24%
2016-0.35%1.51%2.63%-0.03%
20155.01%-1.22%-8.22%2.42%
20140.88%2.11%-2.15%5.78%
201311.19%1.92%10.30%7.62%
201214.14%-7.23%3.80%-1.24%
20119.30%0.27%-20.46%8.88%
20107.93%-11.25%13.58%16.29%
2009-4.82%18.57%20.25%6.18%
2008-13.16%4.32%-20.69%-28.75%
20073.27%10.12%7.15%1.42%
200611.70%-7.27%-3.14%5.24%
2005-2.51%3.32%6.90%3.40%
20042.93%0.00%-6.87%16.13%
20031.18%19.10%9.49%12.11%
2002-4.39%-18.92%-17.67%5.62%
2001-29.47%19.27%-31.51%24.92%

Rank in category (by total return)

YTD91
1-month72
3-month81
1-year62
3-year52
5-year62

Load adjusted returns

1-year44.16%
3-year18.87%
5-year19.00%
10-year11.57%