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Principal MidCap S&P 400 Index R3 (PMFMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.89+0.06 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.34%
5-year average return9.19%
Number of years up16
Number of years down7
Best 1-yr total return (2 Jul 2024)36.31%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.31%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMFMXCategory
YTD5.78%17.04%
1-month-1.64%-0.01%
3-month-3.62%5.47%
1-year12.79%50.44%
3-year3.74%13.15%
5-year9.49%13.75%
10-year8.34%11.35%
Last bull market29.27%25.95%
Last bear market-15.54%-22.55%

Annual total return (%) history

Year
PMFMXCategory
2024
N/AN/A
2023
15.64%N/A
2022
-13.64%N/A
2021
23.75%N/A
2020
12.93%12.39%
2019
25.31%26.21%
2018
-11.74%-11.15%
2017
15.34%15.93%
2016
19.79%14.14%
2015
-2.88%-4.75%
2014
8.94%7.80%
2013
32.41%34.10%
2012
16.97%16.15%
2011
-2.40%-3.81%
2010
25.62%22.52%
2009
36.31%37.39%
2008
-36.74%-39.18%
2007
7.33%4.85%
2006
9.54%14.03%
2005
11.62%9.25%
2004
15.51%16.30%
2003
34.58%36.28%
2002
-15.71%-16.55%
2001
-1.45%-3.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.74%-3.62%N/AN/A
20233.61%4.68%-4.38%11.51%
2022-5.04%-15.54%-2.64%10.59%
202113.21%3.43%-1.91%7.74%
2020-29.82%24.00%4.56%24.10%
201914.31%2.87%-0.24%6.83%
2018-0.96%4.07%3.67%-17.40%
20173.67%1.82%3.01%6.08%
20163.60%3.74%3.97%7.20%
20155.13%-1.21%-8.70%2.42%
20142.83%4.13%-4.12%6.10%
201313.20%0.83%7.34%8.07%
201213.26%-5.12%5.26%3.41%
20119.19%-0.96%-19.99%12.80%
20108.87%-9.74%12.92%13.22%
2009-8.71%18.43%19.70%5.33%
2008-8.97%5.23%-10.94%-25.85%
20075.65%5.67%-1.05%-2.84%
20067.48%-3.38%-1.19%6.75%
2005-0.62%4.06%4.65%3.14%
20044.79%0.83%-2.31%11.91%
2003-4.74%17.60%6.40%12.91%
20026.03%-9.44%-16.80%5.51%
2001-11.00%12.89%-16.60%17.62%

Rank in category (by total return)

YTD44
1-month77
3-month57
1-year54
3-year50
5-year46

Load adjusted returns

1-year12.79%
3-year3.74%
5-year9.49%
10-year8.34%