Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCMVX (Principal MidCap Value Fund I Class A) | 12.46% | 18.98% | 13.97% | 7.51% | 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 |
|---|---|---|
| PCMVX (Principal MidCap Value Fund I Class A) | 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 (%) | 1.17 | 18.98 | 13.97 | 7.51 | NA | NA | NA | … | … | 12.46 | 0.32 | 11.08 | 11.12 | -6.37 | 30.62 | 5.83 | 10.24 |
| Sharpe Ratio | NA | 1.33 | 0.76 | 0.30 | NA | NA | NA | … | … | 2.15 | -0.14 | 0.61 | 0.53 | -0.36 | 1.90 | 0.15 | 1.01 |
| Standard Deviation(%) | NA | 11.69 | 13.98 | 16.10 | NA | NA | NA | … | … | 12.57 | 17.76 | 12.16 | 14.13 | 21.69 | 16.11 | 36.94 | 12.49 |
| Draw Down(%) | NA | 7.39 | 19.40 | 19.40 | NA | NA | NA | … | … | 7.39 | 16.93 | 7.97 | 12.06 | 17.29 | 7.15 | 41.45 | 6.63 |
| Yield(%) | 0.00 | 6.80 | 9.72 | 7.95 | 6.07 | 4.05 | 3.04 | … | … | 0.00 | 6.80 | 16.64 | 4.46 | 5.91 | 13.24 | 0.93 | 5.00 |
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 |
|---|---|---|---|---|
| PCMVX (Principal MidCap Value Fund I Class A) |
4.68%
May 2021 – May 2024 |
7.34%
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 |
|---|---|---|---|---|
| PCMVX (Principal MidCap Value Fund I Class A) |
23.11%
Mar 2020 – Mar 2023 |
17.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart