PMAQX
Principal MidCap Fund Class R-6
Mutual fund
$38.47−0.06 (−0.16%)Close Oct 2, 2026
Nov 22, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $25,745
- CAGR
- +10.07%
- Max drawdown
- −40.56%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.83%
- 3M
- −7.46%
- 6M
- +0.37%
- YTD
- −10.35%
- 1Y
- −13.28%
- 3Y
- +8.25%
- 5Y
- +2.87%
- Since 2016
- +10.07%
Metrics
Since 2016| Volatility | 19.16% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.25 |
| Best year, 2019 | +43.10% |
| Worst year, 2022 | −23.09% |
| Positive years | 7 of 9 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.1% | Nov 2021 | Oct 2022 | Feb 2024 | 2.3 years |
| −19.6% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
| −19.2% | Sep 2025 | Mar 2026 | Not yet | 1.1 years so far |
| −17.0% | Nov 2024 | Apr 2025 | Jul 2025 | 8 months |
Annual returns
2016 from Nov 22 · 2026 through Oct 2