PCBIX
Principal MidCap Fund Institutional Class
Mutual fund
$38.35−0.06 (−0.16%)Close Oct 2, 2026
Feb 28, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $108,796
- CAGR
- +9.78%
- Max drawdown
- −50.24%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.85%
- 3M
- −7.50%
- 6M
- +0.29%
- YTD
- −10.42%
- 1Y
- −13.38%
- 3Y
- +8.16%
- 5Y
- +2.78%
- 10Y
- +10.17%
- 15Y
- +12.59%
- 20Y
- +10.42%
- 25Y
- +10.34%
- Since 2001
- +9.78%
Metrics
Since 2001| Volatility | 18.22% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.19 |
| Best year, 2019 | +42.93% |
| Worst year, 2008 | −33.68% |
| Positive years | 20 of 24 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.2% | Jun 2008 | Mar 2009 | Dec 2010 | 2.5 years |
| −40.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.2% | Nov 2021 | Oct 2022 | Feb 2024 | 2.3 years |
| −21.3% | May 2002 | Jul 2002 | Jun 2003 | 1.1 years |
| −19.7% | Aug 2015 | Feb 2016 | Jul 2016 | 11 months |
Annual returns
2001 from Feb 28 · 2026 through Oct 2