PMBJX
Principal MidCap Fund Class J
Mutual fund
$34.86−0.06 (−0.17%)Close Oct 2, 2026
Feb 28, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $104,675
- CAGR
- +9.61%
- Max drawdown
- −50.66%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.87%
- 3M
- −7.53%
- 6M
- +0.23%
- YTD
- −10.50%
- 1Y
- −13.46%
- 3Y
- +8.06%
- 5Y
- +2.67%
- 10Y
- +10.05%
- 15Y
- +12.40%
- 20Y
- +10.12%
- 25Y
- +10.19%
- Since 2001
- +9.61%
Metrics
Since 2001| Volatility | 18.18% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.19 |
| Best year, 2019 | +42.76% |
| Worst year, 2008 | −34.11% |
| Positive years | 20 of 24 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.7% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −40.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.2% | Nov 2021 | Oct 2022 | Feb 2024 | 2.3 years |
| −21.8% | May 2001 | Jul 2002 | Aug 2003 | 2.2 years |
| −19.8% | Aug 2015 | Feb 2016 | Jul 2016 | 11 months |
Annual returns
2001 from Feb 28 · 2026 through Oct 2