PMBPX
Principal MidCap Fund Class R-5
Mutual fund
$37.26−0.05 (−0.13%)Close Oct 2, 2026
Dec 6, 2000 – Oct 2, 2026, Dividends reinvested
- Final balance
- $109,471
- CAGR
- +9.71%
- Max drawdown
- −50.41%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.83%
- 3M
- −7.52%
- 6M
- +0.24%
- YTD
- −10.50%
- 1Y
- −13.49%
- 3Y
- +8.01%
- 5Y
- +2.63%
- 10Y
- +10.01%
- 15Y
- +12.41%
- 20Y
- +10.22%
- 25Y
- +10.40%
- Since 2000
- +9.71%
Metrics
Since 2000| Volatility | 18.17% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.19 |
| Best year, 2019 | +42.69% |
| Worst year, 2008 | −33.85% |
| Positive years | 20 of 25 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 2000| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.4% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −40.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.3% | Nov 2021 | Oct 2022 | Feb 2024 | 2.3 years |
| −21.3% | May 2002 | Jul 2002 | Jun 2003 | 1.1 years |
| −19.8% | Aug 2015 | Feb 2016 | Jul 2016 | 11 months |
Annual returns
2000 from Dec 6 · 2026 through Oct 2