Nasdaq USD

Principal MidCap Growth III R5 (PPQPX)

7.36
0.00
(0.00%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -3.92%
5y Average Return 8.19%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (May 8, 2025) 36.15%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 36.15%
Worst 3Y Total Return -1.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PPQPX
Category
YTD
-7.70%
10.80%
1-Month
1.29%
4.43%
3-Month
-12.72%
7.00%
1-Year
-0.94%
48.17%
3-Year
4.06%
21.26%
5-Year
8.11%
20.18%
10-Year
8.00%
14.07%
Last Bull Market
15.01%
27.14%
Last Bear Market
-18.83%
-21.26%

Annual Total Return (%) History

Year
PPQPX
Category
2025
--
--
2024
7.24%
--
2023
20.30%
--
2022
-26.93%
--
2021
15.76%
--
2020
36.15%
39.26%
2019
34.97%
32.52%
2018
-4.69%
-6.65%

2017
24.37%
23.91%
2016
4.25%
6.03%
2015
-2.03%
-0.95%
2014
7.11%
7.00%
2013
35.08%
34.93%
2012
9.13%
14.07%
2011
-4.54%
-3.96%
2010
27.09%
24.61%
2009
44.39%
39.11%
2008
-48.56%
-43.77%
2007
24.31%
15.09%
2006
6.16%
9.00%
2005
11.88%
9.84%
2004
11.91%
13.23%
2003
48.93%
35.96%
2002
-32.05%
-27.24%
2001
-27.75%
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.88% -- -- --
2024 7.19% -6.46% 3.85% 2.99%
2023 8.95% 5.42% -7.36% 13.07%
2022 -13.12% -18.83% -0.70% 4.35%
2021 -0.20% 8.47% 2.04% 4.78%
2020 -20.03% 30.53% 10.08% 18.49%
2019 18.03% 7.19% 0.25% 6.41%
2018 3.75% 2.84% 8.36% -17.56%
2017 6.95% 4.85% 4.28% 6.35%
2016 -0.10% 1.53% 2.81% -0.03%

2015 5.22% -1.17% -8.03% 2.44%
2014 1.05% 2.17% -2.04% 5.91%
2013 11.27% 1.96% 10.50% 7.75%
2012 14.27% -7.14% 3.93% -1.05%
2011 9.55% 0.34% -20.40% 9.11%
2010 8.13% -11.11% 13.60% 16.40%
2009 -4.76% 18.39% 20.51% 6.26%
2008 -13.12% 4.43% -20.64% -28.55%
2007 3.36% 10.26% 7.33% 1.62%
2006 11.89% -7.15% -2.94% 5.27%
2005 -2.34% 3.35% 7.18% 3.42%
2004 3.14% 0.00% -6.73% 16.33%
2003 1.36% 19.04% 9.85% 12.35%
2002 -4.11% -18.78% -17.52% 5.77%
2001 -29.38% 19.38% -31.44% 25.00%

Rank in Category (By Total Return)

YTD 57
1-Month 43
3-Month 66
1-Year 76
3-Year 72
5-Year 70

Load Adjusted Returns

1-Year -0.94%
3-Year 4.06%
5-Year 8.11%
10-Year 8.00%

Performance & Risk

YTD Return -3.92%
5y Average Return 8.19%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 227.94M
YTD Return -7.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 06, 2000

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.

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