Principal MidCap S&P 400 Index R5 (PMFPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return7.68%
5-year average return11.81%
Number of years up16
Number of years down7
Best 1-yr total return (30 May 2024)36.74%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return36.74%
Worst 3-yr total return6.78%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPMFPXCategory
YTD3.17%17.04%
1-month-6.08%-0.01%
3-month5.03%5.47%
1-year16.34%50.44%
3-year2.83%13.15%
5-year9.03%13.75%
10-year9.01%11.35%
Last bull market29.50%25.95%
Last bear market-15.50%-22.55%
Annual total return (%) history
YearPMFPXCategory
2024N/AN/A
202316.01%N/A
2022-13.41%N/A
202124.15%N/A
202013.27%12.39%
201925.79%26.21%
2018-11.51%-11.15%
201715.71%15.93%
201620.12%14.14%
2015-2.59%-4.75%
20149.29%7.80%
201332.84%34.10%
201217.43%16.15%
2011-2.17%-3.81%
201026.02%22.52%
200936.74%37.39%
2008-36.56%-39.18%
20077.68%4.85%
20069.93%14.03%
200511.92%9.25%
200415.89%16.30%
200334.82%36.28%
2002-15.44%-16.55%
2001-1.06%-3.12%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20249.84%N/AN/AN/A
20233.70%4.79%-4.30%11.55%
2022-4.96%-15.50%-2.55%10.65%
202113.26%3.54%-1.88%7.89%
2020-29.78%24.03%4.67%24.25%
201914.44%2.93%-0.14%6.95%
2018-0.91%4.17%3.76%-17.37%
20173.78%1.85%3.11%6.17%
20163.62%3.87%4.04%7.27%
20155.19%-1.20%-8.58%2.52%
20142.92%4.20%-4.08%6.24%
201313.24%0.94%7.39%8.22%
201213.41%-5.02%5.29%3.55%
20119.22%-0.83%-19.92%12.79%
20108.92%-9.62%12.93%13.36%
2009-8.68%18.49%19.83%5.46%
2008-8.93%5.28%-10.89%-25.75%
20075.70%5.71%-0.92%-2.73%
20067.53%-3.23%-1.11%6.83%
2005-0.54%4.12%4.70%3.22%
20044.87%0.91%-2.22%11.99%
2003-4.62%17.43%6.49%13.02%
20026.02%-9.34%-16.77%5.70%
2001-10.81%12.86%-16.57%17.81%
Rank in category (by total return)
YTD46
1-month69
3-month33
1-year49
3-year54
5-year43
Load adjusted returns
1-year16.34%
3-year2.83%
5-year9.03%
10-year9.01%
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