Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCMSX (Principal MidCap Value Fund I Class R-6) | 12.72% | 19.55% | 14.48% | 8.01% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCMSX (Principal MidCap Value Fund I Class R-6) | 04/03/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 19.55 | 14.48 | 8.01 | NA | NA | NA | … | … | 12.72 | 6.06 | 11.60 | 11.64 | -5.90 | 31.10 | 6.58 | 10.78 |
| Sharpe Ratio | NA | 1.38 | 0.80 | 0.33 | NA | NA | NA | … | … | 2.21 | 0.19 | 0.66 | 0.57 | -0.34 | 1.93 | 0.17 | 1.07 |
| Standard Deviation(%) | NA | 11.66 | 13.99 | 16.09 | NA | NA | NA | … | … | 12.58 | 16.64 | 12.17 | 14.16 | 21.70 | 16.07 | 36.92 | 12.49 |
| Draw Down(%) | NA | 7.35 | 19.23 | 19.23 | NA | NA | NA | … | … | 7.35 | 16.79 | 7.91 | 11.72 | 17.02 | 7.06 | 41.35 | 6.49 |
| Yield(%) | 0.00 | 7.18 | 10.13 | 8.29 | 6.44 | 4.29 | 3.22 | … | … | 0.00 | 7.21 | 16.95 | 4.99 | 6.30 | 13.69 | 1.54 | 5.47 |
Data as of 06/03/2026, Common starting date is 04/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCMSX (Principal MidCap Value Fund I Class R-6) |
5.20%
May 2021 – May 2024 |
7.85%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCMSX (Principal MidCap Value Fund I Class R-6) |
23.76%
Mar 2020 – Mar 2023 |
17.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart