Principal MidCap Growth J (PMGJX)
NasdaqGM - NasdaqGM Delayed price. Currency in USD
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At close: 08:01PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return12.32%
5-year average return11.00%
Number of years up17
Number of years down5
Best 1-yr total return (3 Oct 2024)60.89%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return60.89%
Worst 3-yr total return-4.14%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnPMGJXCategory
YTD11.06%10.80%
1-month4.77%4.43%
3-month5.71%7.00%
1-year20.58%48.17%
3-year-3.50%21.26%
5-year10.82%20.18%
10-year10.16%14.07%
Last bull market26.92%27.14%
Last bear market-22.33%-21.26%
Annual total return (%) history
YearPMGJXCategory
2024N/AN/A
202313.64%N/A
2022-32.40%N/A
202114.65%N/A
202060.89%39.26%
201931.09%32.52%
2018-9.20%-6.65%
201728.84%23.91%
20162.89%6.03%
20151.85%-0.95%
201411.31%7.00%
201334.80%34.93%
201213.08%14.07%
2011-7.09%-3.96%
201028.70%24.61%
200925.66%39.11%
2008-41.83%-43.77%
200728.79%15.09%
20061.41%9.00%
200512.32%9.84%
20049.44%13.23%
200331.06%35.96%
2002-41.07%-27.24%
2001N/A-19.98%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20249.48%-4.04%5.71%N/A
20237.36%7.53%-9.33%8.58%
2022-12.50%-22.33%-1.79%1.27%
20213.60%4.53%0.50%5.33%
2020-18.70%37.83%11.86%28.35%
201921.88%5.20%-3.74%6.22%
20182.30%4.35%9.95%-22.63%
20179.38%4.05%6.22%6.58%
2016-4.00%4.55%4.35%-1.75%
20158.99%0.83%-8.18%0.94%
20143.88%5.07%-1.99%4.05%
201310.32%0.44%12.95%7.70%
201214.19%-3.59%3.57%-0.82%
20119.30%-2.13%-19.57%7.98%
20105.28%-8.36%13.69%17.34%
2009-3.32%5.49%15.40%6.77%
2008-10.94%5.92%-17.33%-25.41%
20072.94%9.76%8.07%5.48%
20068.46%-7.51%-2.81%4.02%
2005-2.64%4.16%6.60%3.91%
20042.31%2.45%-6.43%11.59%
2003-2.27%16.80%5.31%9.03%
2002-9.23%-28.52%-14.45%6.17%
200120.65%-36.65%35.48%N/A
Rank in category (by total return)
YTD58
1-month6
3-month60
1-year81
3-year79
5-year42
Load adjusted returns
1-year19.58%
3-year-3.50%
5-year10.82%
10-year10.16%
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