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Principal MidCap S&P 400 Index Fund R-2 Class (PMFNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.55+0.65 (+2.72%)
At close: 8:00PM EST
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return11.71%
5-Year Average Return8.41%
Number of Years Up14
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)35.97%
Worst 1 Yr Total Return (Feb 3, 2019)-36.85%
Best 3-Yr Total Return35.97%
Worst 3-Yr Total Return-9.55%

Trailing Returns (%) Vs. Benchmarks

ReturnPMFNXCategory
YTD11.14%17.04%
1-Month7.39%-0.01%
3-Month16.86%5.47%
1-Year42.35%50.44%
3-Year12.19%13.15%
5-Year10.04%13.75%
10-Year0.00%11.35%
Last Bull Market27.25%25.95%
Last Bear Market-22.82%-22.55%

Annual Total Return (%) History

Year
PMFNXCategory
2020
12.72%12.39%
2019
25.15%26.21%
2018
-11.94%-11.15%
2017
15.18%15.93%
2016
19.53%14.14%
2015
-3.04%-4.75%
2014
8.70%7.80%
2013
32.22%34.10%
2012
16.86%16.15%
2011
-2.67%-3.81%
2010
25.47%22.52%
2009
35.97%37.39%
2008
-36.85%-39.18%
2007
7.16%4.85%
2006
9.36%14.03%
2005
11.37%9.25%
2004
15.32%16.30%
2003
34.19%36.28%
2002
-15.84%-16.55%
2001
-1.53%-3.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-29.85%23.87%4.53%24.10%
201914.29%2.80%-0.24%6.78%
2018-1.05%4.06%3.61%-17.46%
20173.66%1.76%2.95%6.06%
20163.52%3.73%3.91%7.13%
20155.11%-1.30%-8.68%2.35%
20142.77%4.07%-4.21%6.09%
201313.16%0.77%7.26%8.10%
201213.24%-5.12%5.18%3.40%
20119.05%-0.90%-20.06%12.67%
20108.88%-9.83%12.85%13.25%
2009-8.82%18.32%19.74%5.26%
2008-9.05%5.17%-10.98%-25.83%
20075.59%5.62%-1.11%-2.83%
20067.42%-3.39%-1.26%6.72%
2005-0.70%3.99%4.67%3.04%
20044.79%0.66%-2.31%11.91%
2003-4.73%17.33%6.40%12.83%
20026.02%-9.52%-16.80%5.46%
2001-10.90%12.77%-16.60%17.52%

Rank In Category (By Total Return)

YTD32
1-Month32
3-Month30
1-Year33
3-Year50
5-Year48

Load Adjusted Returns

1-Year38.58%
3-Year11.05%
5-Year14.15%
10-Year10.66%
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