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Principal MidCap Value I Inst (PVMIX)

NasdaqGM - NasdaqGM Delayed Price. Currency in USD
Visitors trend2W10W9M
19.50+0.20 (+1.04%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.04%
5-Year Average Return12.24%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Nov 20, 2024)33.83%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return33.83%
Worst 3-Yr Total Return5.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPVMIXCategory
YTD13.03%21.28%
1-Month-1.81%-1.96%
3-Month1.65%4.90%
1-Year29.40%55.83%
3-Year6.98%11.08%
5-Year11.61%11.93%
10-Year8.98%10.64%
Last Bull Market25.55%25.54%
Last Bear Market-11.16%-22.08%

Annual Total Return (%) History

Year
PVMIXCategory
2024
N/AN/A
2023
11.07%N/A
2022
-6.00%N/A
2021
31.18%N/A
2020
6.51%2.63%
2019
26.67%25.18%
2018
-10.91%-12.86%
2017
14.62%13.22%
2016
15.26%18.06%
2015
-7.16%-5.41%
2014
13.50%9.31%
2013
33.63%35.14%
2012
17.85%16.60%
2011
-3.93%-3.96%
2010
24.31%21.92%
2009
33.83%35.41%
2008
-35.78%-36.77%
2007
2.49%0.83%
2006
15.81%15.87%
2005
12.50%8.82%
2004
25.69%17.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.66%-3.74%9.04%N/A
20231.69%2.49%-3.55%10.50%
2022-1.54%-11.16%-4.10%12.05%
202115.66%5.41%-0.82%8.48%
2020-29.46%20.14%5.12%19.56%
201913.58%3.86%1.64%5.65%
2018-1.79%2.43%4.35%-15.13%
20174.41%0.20%3.67%5.67%
20161.37%3.50%4.31%5.31%
20152.22%-2.11%-9.15%2.13%
20144.06%4.92%-2.07%6.16%
201313.39%2.07%6.38%8.54%
201212.13%-3.65%5.28%3.62%
20116.97%-0.72%-19.55%12.44%
20108.95%-10.63%13.54%12.45%
2009-11.36%17.04%22.38%5.41%
2008-7.89%3.68%-11.82%-23.74%
20075.08%4.22%-3.26%-3.25%
20066.12%-1.41%1.95%8.57%
20052.02%3.96%5.49%0.55%
20047.41%2.61%1.09%12.82%

Rank In Category (By Total Return)

YTD37
1-Month64
3-Month37
1-Year51
3-Year39
5-Year27

Load Adjusted Returns

1-Year29.40%
3-Year6.98%
5-Year11.61%
10-Year8.98%