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Principal MidCap Value Fund I (PVMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
15.67+0.23 (+1.49%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.32%
5-Year Average Return13.93%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 3, 2021)33.83%
Worst 1 Yr Total Return (May 3, 2021)N/A
Best 3-Yr Total Return33.83%
Worst 3-Yr Total Return-8.65%

Trailing Returns (%) Vs. Benchmarks

ReturnPVMIXCategory
YTD23.32%21.28%
1-Month5.35%-1.96%
3-Month17.97%4.90%
1-Year70.78%55.83%
3-Year14.48%11.08%
5-Year13.93%11.93%
10-Year11.26%10.64%
Last Bull Market25.44%25.54%
Last Bear Market-22.03%-22.08%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD47
1-Month55
3-Month47
1-Year54
3-Year21
5-Year24

Load Adjusted Returns

1-Year74.63%
3-Year12.28%
5-Year12.62%
10-Year10.59%
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