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Principal MidCap Value I R3 (PMPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.88+0.35 (+2.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return10.33%
5-year average return6.73%
Number of years up13
Number of years down4
Best 1-yr total return (3 Feb 2019)33.11%
Worst 1-yr total return (3 Feb 2019)-36.12%
Best 3-yr total return33.11%
Worst 3-yr total return-4.66%

Trailing returns (%) vs. Benchmarks

ReturnPMPRXCategory
YTD-8.32%21.28%
1-month-5.14%-1.96%
3-month-5.26%4.90%
1-year-0.78%55.83%
3-year11.30%11.08%
5-year10.38%11.93%
10-year10.72%10.64%
Last bull market49.71%25.54%
Last bear market-27.76%-22.08%

Annual total return (%) history

Year
PMPRXCategory
2021
N/AN/A
2020
6.00%2.63%
2019
26.15%25.18%
2018
-11.39%-12.86%
2017
13.97%13.22%
2016
14.60%18.06%
2015
-7.67%-5.41%
2014
12.95%9.31%
2013
32.88%35.14%
2012
17.19%16.60%
2011
-4.46%-3.96%
2010
23.57%21.92%
2009
33.11%35.41%
2008
-36.12%-36.77%
2007
1.91%0.83%
2006
15.23%15.87%
2005
11.85%8.82%
2004
N/A17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202115.54%5.32%-0.94%N/A
2020-29.50%19.92%5.12%19.28%
201913.41%3.92%1.52%5.44%
2018-1.88%2.26%4.22%-15.26%
20174.25%0.07%3.52%5.54%
20161.14%3.39%4.22%5.15%
20152.04%-2.27%-9.29%2.06%
20143.96%4.78%-2.22%6.04%
201313.26%1.96%6.19%8.35%
201211.96%-3.83%5.26%3.40%
20116.87%-0.87%-19.66%12.26%
20108.81%-10.70%13.26%12.30%
2009-11.53%16.86%22.18%5.38%
2008-8.02%3.45%-11.85%-23.84%
20074.96%4.04%-3.36%-3.43%
20066.00%-1.56%1.89%8.39%
20051.95%3.82%5.29%0.37%
20041.00%12.61%N/AN/A

Rank in category (by total return)

YTD83
1-month75
3-month77
1-year66
3-year33
5-year27

Load adjusted returns

1-year14.92%
3-year13.89%
5-year10.06%
10-year11.11%