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Principal MidCap Growth III Inst (PPIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.54-0.04 (-0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.78%
5-year average return8.74%
Number of years up16
Number of years down6
Best 1-yr total return (23 Jun 2024)45.04%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return45.04%
Worst 3-yr total return0.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPIMXCategory
YTD0.61%10.80%
1-month0.61%4.43%
3-month-4.23%7.00%
1-year13.86%48.17%
3-year-0.14%21.26%
5-year10.09%20.18%
10-year9.64%14.07%
Last bull market29.03%27.14%
Last bear market-18.70%-21.26%

Annual total return (%) history

Year
PPIMXCategory
2024
N/AN/A
2023
20.59%N/A
2022
-26.73%N/A
2021
16.10%N/A
2020
36.44%39.26%
2019
35.40%32.52%
2018
-4.45%-6.65%
2017
24.59%23.91%
2016
4.50%6.03%
2015
-1.77%-0.95%
2014
7.38%7.00%
2013
35.62%34.93%
2012
9.40%14.07%
2011
-4.42%-3.96%
2010
27.46%24.61%
2009
45.04%39.11%
2008
-48.48%-43.77%
2007
24.60%15.09%
2006
6.43%9.00%
2005
12.11%9.84%
2004
12.30%13.23%
2003
48.59%35.96%
2002
-31.87%-27.24%
2001
N/A-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.31%N/AN/AN/A
20239.10%5.47%-7.40%13.17%
2022-13.09%-18.70%-0.70%4.43%
2021-0.07%8.54%2.10%4.83%
2020-20.02%30.62%10.19%18.52%
201918.14%7.32%0.25%6.52%
20183.87%2.94%8.41%-17.57%
20176.92%4.99%4.40%6.31%
2016-0.10%1.65%2.84%0.07%
20155.19%-1.01%-8.03%2.57%
20141.07%2.20%-1.91%5.98%
201311.35%2.15%10.54%7.86%
201214.37%-7.06%4.07%-1.11%
20119.50%0.43%-20.36%9.13%
20108.15%-11.09%13.72%16.56%
2009-4.70%18.80%20.43%6.38%
2008-12.99%4.43%-20.51%-28.66%
20073.55%10.19%7.42%1.65%
200612.00%-7.14%-2.91%5.41%
2005-2.29%3.45%7.14%3.51%
20043.24%0.13%-6.67%16.39%
20031.20%19.25%9.65%12.29%
2002-4.10%-18.69%-17.54%5.96%
200120.34%-31.34%24.96%N/A

Rank in category (by total return)

YTD83
1-month87
3-month85
1-year82
3-year48
5-year51

Load adjusted returns

1-year13.86%
3-year-0.14%
5-year10.09%
10-year9.64%