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Principal MidCap S&P 400 Index J (PMFJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.30+0.06 (+0.27%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.54%
5-year average return9.57%
Number of years up16
Number of years down6
Best 1-yr total return (2 Jul 2024)35.98%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.98%
Worst 3-yr total return6.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMFJXCategory
YTD5.96%17.04%
1-month-1.58%-0.01%
3-month-3.53%5.47%
1-year13.16%50.44%
3-year4.08%13.15%
5-year9.86%13.75%
10-year8.66%11.35%
Last bull market29.47%25.95%
Last bear market-15.50%-22.55%

Annual total return (%) history

Year
PMFJXCategory
2024
N/AN/A
2023
16.06%N/A
2022
-13.39%N/A
2021
24.17%N/A
2020
13.31%12.39%
2019
25.74%26.21%
2018
-11.49%-11.15%
2017
15.75%15.93%
2016
20.02%14.14%
2015
-2.68%-4.75%
2014
9.09%7.80%
2013
32.58%34.10%
2012
17.06%16.15%
2011
-2.38%-3.81%
2010
25.56%22.52%
2009
35.98%37.39%
2008
-36.73%-39.18%
2007
7.22%4.85%
2006
9.37%14.03%
2005
11.31%9.25%
2004
15.18%16.30%
2003
33.71%36.28%
2002
-16.07%-16.55%
2001
N/A-3.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.84%-3.53%N/AN/A
20233.76%4.74%-4.29%11.57%
2022-4.94%-15.50%-2.55%10.64%
202113.28%3.55%-1.86%7.87%
2020-29.74%24.00%4.69%24.23%
201914.46%2.91%-0.15%6.92%
2018-0.91%4.21%3.74%-17.38%
20173.78%1.90%3.08%6.18%
20163.62%3.84%4.02%7.23%
20155.16%-1.20%-8.62%2.50%
20142.88%4.17%-4.11%6.15%
201313.30%0.86%7.33%8.10%
201213.30%-5.08%5.28%3.39%
20119.12%-0.86%-19.93%12.71%
20108.87%-9.79%12.86%13.28%
2009-8.84%18.33%19.64%5.36%
2008-9.01%5.22%-10.96%-25.79%
20075.58%5.62%-1.01%-2.87%
20067.45%-3.40%-1.29%6.75%
2005-0.64%3.92%4.62%3.05%
20044.71%0.68%-2.36%11.90%
2003-4.70%17.14%6.21%12.77%
20025.92%-9.50%-16.87%5.32%
200113.37%-16.68%17.50%N/A

Rank in category (by total return)

YTD41
1-month71
3-month51
1-year48
3-year45
5-year38

Load adjusted returns

1-year12.16%
3-year4.08%
5-year9.86%
10-year8.66%