PMBCX
Principal MidCap Fund Class C
Mutual fund
$29.17−0.04 (−0.14%)Close Oct 2, 2026
Jan 16, 2007 – Oct 2, 2026, Dividends reinvested
- Final balance
- $53,663
- CAGR
- +8.90%
- Max drawdown
- −51.26%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.92%
- 3M
- −7.72%
- 6M
- −0.24%
- YTD
- −11.12%
- 1Y
- −14.25%
- 3Y
- +7.04%
- 5Y
- +1.70%
- 10Y
- +9.04%
- 15Y
- +11.41%
- Since 2007
- +8.90%
Metrics
Since 2007| Volatility | 19.45% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.17 |
| Best year, 2019 | +41.51% |
| Worst year, 2008 | −34.56% |
| Positive years | 15 of 18 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2007| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.3% | Jul 2007 | Mar 2009 | Jan 2011 | 3.5 years |
| −40.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.9% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −20.2% | Aug 2015 | Feb 2016 | Jul 2016 | 11 months |
| −19.9% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
Annual returns
2007 from Jan 16 · 2026 through Oct 2