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Principal MidCap R-6 (PMAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.35+0.52 (+1.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.24%
5-year average return11.67%
Number of years up5
Number of years down2
Best 1-yr total return (22 Apr 2024)43.08%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return43.08%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMAQXCategory
YTD11.01%10.80%
1-month3.83%4.43%
3-month11.01%7.00%
1-year32.41%48.17%
3-year9.22%21.26%
5-year13.86%20.18%
10-year12.72%14.07%
Last bull market39.15%27.14%
Last bear market-16.89%-21.26%

Annual total return (%) history

Year
PMAQXCategory
2024
N/AN/A
2023
25.97%N/A
2022
-23.11%N/A
2021
25.39%N/A
2020
18.38%39.26%
2019
43.08%32.52%
2018
-6.62%-6.65%
2017
25.40%23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.01%N/AN/AN/A
20235.60%9.64%-5.25%14.83%
2022-11.59%-16.89%-3.12%8.02%
20213.49%9.31%0.71%10.06%
2020-23.85%24.89%8.18%15.06%
201919.35%9.26%3.32%6.20%
2018-0.51%3.54%4.55%-13.30%
20177.52%4.97%5.88%4.95%

Rank in category (by total return)

YTD30
1-month14
3-month30
1-year7
3-year3
5-year10

Load adjusted returns

1-year32.41%
3-year9.22%
5-year13.86%
10-year12.72%