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Principal Fds, Inc. Midcap Growth Fd Iii, Cl R-4: (MF: PPQSX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$10.49 USD
+0.01 (0.10%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.19 | 92 |
| 3 months | 1.26 | 88 |
| 6 months | 19.90 | 65 |
| 1 Year | 11.59 | 85 |
| 3 Year | -1.34 | 87 |
| 5 Year | 8.38 | 75 |
| 10 Year | 9.28 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 164.09 |
| Bear Market (10/07 - 2/09) | -56.64 |
| Bull Market (2/09 - 3/21) | 647.33 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 18.18 |
| 5 Year | 11.06 |
| 10 Year | 9.79 |
| Since Inception | 6.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.17 | NA | NA | NA |
| 2023 | 8.94 | 5.37 | -7.42 | 13.03 |
| 2022 | -13.17 | -18.86 | -0.75 | 4.36 |
| 2021 | -0.13 | 8.37 | 2.04 | 4.83 |
| 2020 | -20.10 | 30.51 | 10.06 | 18.39 |
| 2019 | 17.97 | 7.19 | 0.26 | 6.40 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.19 | 20.13 | -27.03 | 15.77 | 35.88 | 34.90 | -4.78 | 24.26 | 4.10 | -2.21 | 7.05 |
| % Total Return Rel to Index | -6.23 | -6.11 | -8.82 | -12.91 | 17.48 | 3.41 | -0.39 | 2.46 | -7.83 | -3.60 | -6.58 |
| % Total Return Rel to Peer | -5.02 | -2.86 | -7.33 | -6.28 | 15.96 | 6.48 | 2.07 | 3.58 | -3.71 | -0.61 | -1.15 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 1.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.81 | 0.19 | 3.44 | 0.80 | 0.99 | 1.14 | 1.50 | 0.03 | 0.50 | 2.61 |
| Expense Ratio | 0.00 | 1.18 | 1.23 | 1.24 | 1.25 | 1.28 | 1.28 | 1.31 | 1.32 | 1.33 | 1.33 |
* 1 = Top 20%, 5 = Bottom 20%