Principal MidCap Growth Fund III (PPQSX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
Fund Info
US74253J5609
Dec 6, 2000
$0
Mid-Cap
Growth
Expense Ratio
PPQSX has a high expense ratio of 1.23%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal MidCap Growth Fund III, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
PPQSX
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^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of PPQSX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.44% | 6.41% | 2.19% | -6.88% | 0.58% | -0.29% | 0.48% | 1.43% | 1.97% | -0.18% | 14.07% | ||
| 2023 | 9.05% | -1.37% | 1.29% | -1.37% | -0.99% | 7.91% | 1.95% | -3.55% | -5.85% | -5.91% | 10.65% | 0.58% | 11.29% |
| 2022 | -12.80% | -2.36% | 1.97% | -11.14% | -1.38% | -7.41% | 13.51% | -3.81% | -9.11% | 6.21% | 4.92% | -8.21% | -28.48% |
| 2021 | -1.94% | 2.54% | -0.69% | 5.61% | -1.83% | 4.54% | 3.90% | 3.56% | -5.16% | 6.88% | -3.45% | -20.38% | -9.26% |
| 2020 | 0.71% | -6.18% | -15.44% | 16.15% | 10.45% | 1.74% | 7.17% | 3.03% | -0.31% | -0.00% | 11.55% | 0.56% | 28.74% |
| 2019 | 10.58% | 5.88% | 0.75% | 5.23% | -5.15% | 7.40% | 2.27% | -0.85% | -1.12% | 0.26% | 4.42% | -6.64% | 23.93% |
| 2018 | 5.96% | -2.46% | 0.36% | -1.71% | 4.20% | 0.35% | 2.45% | 5.20% | 0.57% | -10.81% | 2.17% | -19.73% | -15.47% |
| 2017 | 2.95% | 3.16% | 0.67% | 2.09% | 2.14% | 0.46% | 1.81% | -0.09% | 2.59% | 2.78% | 3.13% | -11.98% | 9.04% |
| 2016 | -6.96% | 0.34% | 6.89% | 0.11% | 2.43% | -0.93% | 3.75% | -0.50% | -0.50% | -3.44% | 4.20% | -0.91% | 3.80% |
| 2015 | -2.25% | 6.71% | 0.75% | -1.40% | 1.13% | -0.84% | 1.70% | -6.49% | -3.37% | 4.62% | 0.78% | -7.78% | -7.15% |
| 2014 | -2.83% | 5.73% | -1.70% | -2.47% | 1.10% | 3.59% | -3.30% | 5.00% | -3.49% | 3.12% | 2.87% | -20.85% | -15.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PPQSX is 46, 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 Growth Fund III (PPQSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Principal MidCap Growth Fund III. 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 Growth Fund III was 62.32%, occurring on Nov 20, 2008. Recovery took 1120 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.32% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1120 | May 8, 2013 | 1386 |
| -49.6% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -45.18% | Nov 29, 2013 | 1588 | Mar 23, 2020 | 160 | Nov 6, 2020 | 1748 |
| -18.96% | Apr 6, 2004 | 89 | Aug 12, 2004 | 77 | Dec 1, 2004 | 166 |
| -18.54% | Apr 21, 2006 | 63 | Jul 21, 2006 | 208 | May 21, 2007 | 271 |
Volatility
Volatility Chart
The current Principal MidCap Growth Fund III volatility is 5.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.