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Principal MidCap Growth III R4 (PPQSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.46-0.02 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.10%
5-year average return8.05%
Number of years up16
Number of years down7
Best 1-yr total return (27 Jun 2024)44.39%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return44.39%
Worst 3-yr total return0.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPQSXCategory
YTD0.38%10.80%
1-month0.58%4.43%
3-month-4.29%7.00%
1-year13.39%48.17%
3-year-0.54%21.26%
5-year9.66%20.18%
10-year9.22%14.07%
Last bull market28.80%27.14%
Last bear market-18.86%-21.26%

Annual total return (%) history

Year
PPQSXCategory
2024
N/AN/A
2023
20.18%N/A
2022
-27.02%N/A
2021
15.71%N/A
2020
35.89%39.26%
2019
34.91%32.52%
2018
-4.81%-6.65%
2017
24.17%23.91%
2016
4.09%6.03%
2015
-2.19%-0.95%
2014
7.06%7.00%
2013
34.94%34.93%
2012
8.97%14.07%
2011
-4.71%-3.96%
2010
27.03%24.61%
2009
44.39%39.11%
2008
-48.62%-43.77%
2007
24.06%15.09%
2006
6.00%9.00%
2005
11.74%9.84%
2004
11.73%13.23%
2003
48.24%35.96%
2002
-32.19%-27.24%
2001
-27.75%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.18%N/AN/AN/A
20238.95%5.38%-7.42%13.07%
2022-13.18%-18.86%-0.76%4.38%
2021-0.14%8.37%2.04%4.77%
2020-20.11%30.51%10.07%18.40%
201917.97%7.20%0.26%6.40%
20183.73%2.79%8.39%-17.63%
20176.91%4.75%4.36%6.25%
2016-0.21%1.59%2.71%-0.03%
20155.09%-1.12%-8.11%2.42%
20141.00%2.14%-2.01%5.91%
201311.21%2.00%10.38%7.77%
201214.23%-7.18%3.91%-1.09%
20119.42%0.34%-20.41%9.05%
20108.01%-11.07%13.57%16.45%
2009-4.84%18.69%20.34%6.23%
2008-13.04%4.29%-20.55%-28.69%
20073.40%10.17%7.33%1.47%
200611.90%-7.22%-3.07%5.33%
2005-2.36%3.38%7.01%3.45%
20043.16%0.00%-6.77%16.16%
20031.17%19.11%9.56%12.28%
2002-4.24%-18.81%-17.55%5.79%
2001-29.38%19.38%-31.44%25.00%

Rank in category (by total return)

YTD86
1-month87
3-month85
1-year84
3-year51
5-year57

Load adjusted returns

1-year13.39%
3-year-0.54%
5-year9.66%
10-year9.22%