Back to top
Principal Fds, Inc. Midcap Growth Fd Iii Cl R-5: (MF: PPQPX)
(NASDAQ Mutual Funds) As of Sep 25, 2024 08:00 PM ET
$11.78 USD
-0.08 (-0.68%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.19 | 97 |
| 3 months | 1.65 | 95 |
| 6 months | -2.59 | 97 |
| 1 Year | 8.78 | 95 |
| 3 Year | -3.70 | 92 |
| 5 Year | 8.31 | 89 |
| 10 Year | 8.99 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 166.65 |
| Bear Market (10/07 - 2/09) | -56.60 |
| Bull Market (2/09 - 3/21) | 625.58 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 4.98 |
| 5 Year | 8.18 |
| 10 Year | 8.95 |
| Since Inception | 5.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.19 | -6.46 | NA | NA |
| 2023 | 8.94 | 5.41 | -7.36 | 13.03 |
| 2022 | -13.11 | -18.83 | -0.70 | 4.33 |
| 2021 | -0.19 | 8.47 | 2.04 | 4.83 |
| 2020 | -20.03 | 30.52 | 10.08 | 18.48 |
| 2019 | 18.03 | 7.19 | 0.24 | 6.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.19 | 20.25 | -26.93 | 15.81 | 36.14 | 34.96 | -4.66 | 24.46 | 4.27 | -2.05 | 7.10 |
| % Total Return Rel to Index | -17.35 | -5.98 | -8.73 | -12.86 | 17.74 | 3.47 | -0.27 | 2.66 | -7.66 | -3.44 | -6.54 |
| % Total Return Rel to Peer | -12.65 | -2.74 | -7.23 | -6.24 | 16.22 | 6.54 | 2.19 | 3.78 | -3.54 | -0.45 | -1.10 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 1.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.81 | 0.19 | 3.44 | 0.80 | 0.99 | 1.14 | 1.50 | 0.03 | 0.50 | 2.61 |
| Expense Ratio | 1.05 | 1.06 | 1.11 | 1.12 | 1.13 | 1.16 | 1.16 | 1.19 | 1.20 | 1.21 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%