Principal Fds, Inc. Midcap Growth Fd Iii, Cl R-4: (MF: PPQSX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$10.86 USD
+0.21 (1.97%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.00 | 97 |
3 months | 1.62 | 95 |
6 months | -2.74 | 97 |
1 Year | 8.56 | 96 |
3 Year | -3.85 | 93 |
5 Year | 8.16 | 90 |
10 Year | 8.86 | 69 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 164.09 |
Bear Market (10/07 - 2/09) | -56.64 |
Bull Market (2/09 - 3/21) | 611.30 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 4.74 |
5 Year | 8.05 |
10 Year | 8.81 |
Since Inception | 5.72 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.17 | -6.60 | NA | NA |
2023 | 8.94 | 5.37 | -7.42 | 13.03 |
2022 | -13.17 | -18.86 | -0.75 | 4.36 |
2021 | -0.13 | 8.37 | 2.04 | 4.83 |
2020 | -20.10 | 30.51 | 10.06 | 18.39 |
2019 | 17.97 | 7.19 | 0.26 | 6.40 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.00 | 20.13 | -27.03 | 15.77 | 35.88 | 34.90 | -4.78 | 24.26 | 4.10 | -2.21 | 7.05 |
% Total Return Rel to Index | -17.53 | -6.11 | -8.82 | -12.91 | 17.48 | 3.41 | -0.39 | 2.46 | -7.83 | -3.60 | -6.58 |
% Total Return Rel to Peer | -12.84 | -2.86 | -7.33 | -6.28 | 15.96 | 6.48 | 2.07 | 3.58 | -3.71 | -0.61 | -1.15 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 1.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.81 | 0.19 | 3.44 | 0.80 | 0.99 | 1.14 | 1.50 | 0.03 | 0.50 | 2.61 |
Expense Ratio | 1.17 | 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%