Principal MidCap Fund Institutional Class (PCBIX)
Fund Info
US74253Q7473
74253Q747
Dec 6, 2000
$0
Mid-Cap
Growth
Expense Ratio
PCBIX has an expense ratio of 0.67%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Principal MidCap Fund Institutional Class (PCBIX) returned 1.75% year-to-date (YTD) and 8.87% over the past 12 months. Over the past 10 years, PCBIX returned 7.06% annually, underperforming the S&P 500 benchmark at 10.45%.
PCBIX
1.75%
5.42%
-5.68%
8.87%
10.93%
7.06%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
Monthly Returns
The table below presents the monthly returns of PCBIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.25% | -1.24% | -4.19% | -0.54% | 2.72% | 1.75% | |||||||
| 2024 | 1.12% | 5.71% | 3.81% | -6.33% | 3.44% | 0.44% | 6.31% | 1.84% | 2.41% | -0.81% | 8.97% | -9.97% | 16.52% |
| 2023 | 8.46% | -3.01% | 0.37% | 2.06% | -0.77% | 8.27% | 0.78% | -0.93% | -5.16% | -3.27% | 12.55% | 2.91% | 22.80% |
| 2022 | -10.59% | -3.77% | 2.72% | -8.71% | -0.65% | -8.41% | 11.10% | -3.90% | -9.27% | 7.09% | 7.50% | -8.96% | -25.45% |
| 2021 | -4.40% | 5.87% | 2.24% | 6.52% | 0.35% | 2.23% | 4.13% | 0.40% | -3.67% | 7.53% | -3.09% | -2.45% | 15.77% |
| 2020 | 3.30% | -6.98% | -20.77% | 13.22% | 9.01% | 1.17% | 6.13% | 4.36% | -2.34% | -2.20% | 12.81% | 3.11% | 16.95% |
| 2019 | 9.22% | 5.78% | 3.25% | 5.77% | -3.11% | 6.64% | 1.79% | 0.66% | 0.76% | 1.61% | 3.13% | -2.86% | 36.99% |
| 2018 | 4.44% | -5.44% | 0.74% | -0.99% | 2.27% | 2.22% | 2.74% | 1.80% | -0.14% | -8.52% | 3.76% | -18.54% | -16.84% |
| 2017 | 3.16% | 4.18% | 0.04% | 2.40% | 2.67% | -0.16% | 3.03% | 0.76% | 1.97% | 2.12% | 2.51% | -2.98% | 21.36% |
| 2016 | -7.27% | 0.93% | 7.82% | 0.66% | 2.64% | -0.05% | 4.87% | -0.35% | 0.31% | -2.72% | 3.06% | -1.35% | 8.04% |
| 2015 | -2.19% | 8.82% | 0.04% | -0.81% | 0.99% | -1.63% | 2.22% | -5.19% | -4.67% | 6.45% | 0.75% | -8.13% | -4.48% |
| 2014 | -3.42% | 5.41% | -0.48% | -1.35% | 2.83% | 3.42% | -2.11% | 4.50% | -3.01% | 3.33% | 3.14% | -4.52% | 7.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PCBIX is 57, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Principal MidCap Fund Institutional Class provided a 3.21% dividend yield over the last twelve months, with an annual payout of $1.45 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.45 | $1.45 | $0.96 | $0.99 | $3.33 | $0.39 | $1.47 | $2.77 | $0.90 | $0.56 | $1.32 | $1.15 |
Dividend yield | 3.21% | 3.26% | 2.51% | 3.18% | 7.96% | 1.08% | 4.74% | 12.24% | 3.31% | 2.49% | 6.30% | 5.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal MidCap Fund Institutional Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $1.45 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.96 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.99 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.33 | $3.33 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.47 | $1.47 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $2.76 | $2.77 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.90 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 2014 | $1.15 | $1.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal MidCap Fund Institutional Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal MidCap Fund Institutional Class was 57.73%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current Principal MidCap Fund Institutional Class drawdown is 8.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.73% | Jul 16, 2007 | 415 | Mar 9, 2009 | 887 | Sep 13, 2012 | 1302 |
| -40.56% | Feb 21, 2020 | 22 | Mar 23, 2020 | 160 | Nov 6, 2020 | 182 |
| -36.37% | Nov 10, 2021 | 234 | Oct 14, 2022 | 489 | Sep 26, 2024 | 723 |
| -28.23% | Sep 17, 2018 | 69 | Dec 24, 2018 | 129 | Jul 1, 2019 | 198 |
| -24.34% | Aug 18, 2015 | 123 | Feb 11, 2016 | 251 | Feb 9, 2017 | 374 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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