PEMGX
Principal MidCap Fund Class A
Mutual fund
$36.42−0.06 (−0.16%)Close Oct 2, 2026
Jun 20, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $175,944
- CAGR
- +9.93%
- Max drawdown
- −50.55%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.85%
- 3M
- −7.54%
- 6M
- +0.17%
- YTD
- −10.58%
- 1Y
- −13.58%
- 3Y
- +7.90%
- 5Y
- +2.52%
- 10Y
- +9.88%
- 15Y
- +12.26%
- 20Y
- +10.07%
- 25Y
- +10.26%
- 30Y
- +9.87%
- Since 1996
- +9.93%
Metrics
Since 1996| Volatility | 18.71% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.20 |
| Best year, 2019 | +42.50% |
| Worst year, 2008 | −34.02% |
| Positive years | 23 of 29 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.5% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −40.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −36.3% | Apr 1998 | Oct 1998 | Jan 2000 | 1.7 years |
| −31.3% | Nov 2021 | Oct 2022 | Feb 2024 | 2.3 years |
| −25.6% | Mar 2000 | Jul 2002 | Oct 2003 | 3.6 years |
Annual returns
1996 from Jun 20 · 2026 through Oct 2