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Principal MidCap Growth R4 (PIPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.85+0.01 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.37%
5-year average return9.73%
Number of years up17
Number of years down6
Best 1-yr total return (16 May 2024)60.53%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return60.53%
Worst 3-yr total return-4.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIPPXCategory
YTD1.84%10.80%
1-month-7.00%4.43%
3-month1.29%7.00%
1-year9.65%48.17%
3-year-6.33%21.26%
5-year8.30%20.18%
10-year9.96%14.07%
Last bull market26.91%27.14%
Last bear market-22.33%-21.26%

Annual total return (%) history

Year
PIPPXCategory
2024
N/AN/A
2023
13.48%N/A
2022
-32.45%N/A
2021
14.35%N/A
2020
60.53%39.26%
2019
31.04%32.52%
2018
-9.26%-6.65%
2017
28.64%23.91%
2016
2.83%6.03%
2015
2.08%-0.95%
2014
11.53%7.00%
2013
34.94%34.93%
2012
13.26%14.07%
2011
-6.89%-3.96%
2010
29.19%24.61%
2009
25.90%39.11%
2008
-41.55%-43.77%
2007
29.39%15.09%
2006
1.59%9.00%
2005
13.09%9.84%
2004
10.09%13.23%
2003
32.14%35.96%
2002
-40.68%-27.24%
2001
-25.16%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
20237.35%7.53%-9.34%8.43%
2022-12.50%-22.33%-1.83%1.24%
20213.51%4.55%0.44%5.21%
2020-18.86%38.02%11.64%28.40%
201921.82%5.05%-3.66%6.30%
20182.17%4.47%9.84%-22.60%
20179.22%4.03%6.24%6.57%
2016-4.08%4.56%4.36%-1.75%
20159.01%0.80%-8.07%1.05%
20143.94%5.05%-1.92%4.15%
201310.34%0.51%12.90%7.77%
201214.09%-3.32%3.43%-0.73%
20119.38%-2.14%-19.49%8.05%
20105.58%-8.46%13.86%17.39%
2009-3.41%5.82%15.32%6.81%
2008-10.80%5.92%-17.14%-25.34%
20073.13%9.81%8.18%5.62%
20068.54%-7.60%-2.60%4.00%
2005-2.45%4.19%6.76%4.22%
20042.52%2.46%-6.17%11.70%
2003-1.90%16.99%5.39%9.25%
2002-9.04%-28.42%-14.32%6.33%
2001-26.74%18.76%-36.57%35.63%

Rank in category (by total return)

YTD55
1-month75
3-month77
1-year89
3-year80
5-year55

Load adjusted returns

1-year9.65%
3-year-6.33%
5-year8.30%
10-year9.96%