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Principal MidCap Growth III R5 (PPQPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.46+0.02 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.53%
5-year average return9.81%
Number of years up16
Number of years down7
Best 1-yr total return (30 May 2024)44.39%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return44.39%
Worst 3-yr total return0.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPQPXCategory
YTD-0.09%10.80%
1-month-6.79%4.43%
3-month1.33%7.00%
1-year11.73%48.17%
3-year-1.21%21.26%
5-year8.52%20.18%
10-year9.41%14.07%
Last bull market28.83%27.14%
Last bear market-18.83%-21.26%

Annual total return (%) history

Year
PPQPXCategory
2024
N/AN/A
2023
20.30%N/A
2022
-26.93%N/A
2021
15.76%N/A
2020
36.15%39.26%
2019
34.97%32.52%
2018
-4.69%-6.65%
2017
24.37%23.91%
2016
4.25%6.03%
2015
-2.03%-0.95%
2014
7.11%7.00%
2013
35.08%34.93%
2012
9.13%14.07%
2011
-4.54%-3.96%
2010
27.09%24.61%
2009
44.39%39.11%
2008
-48.56%-43.77%
2007
24.31%15.09%
2006
6.16%9.00%
2005
11.88%9.84%
2004
11.91%13.23%
2003
48.93%35.96%
2002
-32.05%-27.24%
2001
-27.75%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20238.95%5.42%-7.36%13.07%
2022-13.12%-18.83%-0.70%4.35%
2021-0.20%8.47%2.04%4.78%
2020-20.03%30.53%10.08%18.49%
201918.03%7.19%0.25%6.41%
20183.75%2.84%8.36%-17.56%
20176.95%4.85%4.28%6.35%
2016-0.10%1.53%2.81%-0.03%
20155.22%-1.17%-8.03%2.44%
20141.05%2.17%-2.04%5.91%
201311.27%1.96%10.50%7.75%
201214.27%-7.14%3.93%-1.05%
20119.55%0.34%-20.40%9.11%
20108.13%-11.11%13.60%16.40%
2009-4.76%18.39%20.51%6.26%
2008-13.12%4.43%-20.64%-28.55%
20073.36%10.26%7.33%1.62%
200611.89%-7.15%-2.94%5.27%
2005-2.34%3.35%7.18%3.42%
20043.14%0.00%-6.73%16.33%
20031.36%19.04%9.85%12.35%
2002-4.11%-18.78%-17.52%5.77%
2001-29.38%19.38%-31.44%25.00%

Rank in category (by total return)

YTD79
1-month72
3-month77
1-year78
3-year46
5-year50

Load adjusted returns

1-year11.73%
3-year-1.21%
5-year8.52%
10-year9.41%