# Principal MidCap R5 (PMBPX)

> Source: Nexqual · https://nexqual.com/PMBPX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal MidCap R5 (PMBPX), nexqual.com/PMBPX" · informational, not investment advice.

**Price:** USD 39.11 (-1.44% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 39.68 · day 39.11–39.11 · 52w 35.94–45.04 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -8.0% vs S&P 500 +13.4%; 5Y +12.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -8.0% | +12.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -8.1% | +2.4% |
| Volatility (annualized) | 15.8% | 18.3% |
| Max drawdown | -16.4% (Jan 2026→Mar 2026) | -30.9% (Nov 2021→Oct 2022) |

## Peers
JSMGX (Janus Henderson Triton Fund Cla) USD 28.33 +0.00% · GCGIX (Goldman Sachs Large Cap Growth ) USD 35.44 -0.62% · PMBMX (Principal Fds, Inc. MidCap Fd C) USD 36.39 +0.00% · MINHX (MFS International Value Fund Cl) USD 48.44 +0.00% · PMBCX (Principal Fds, Inc. MidCap Fd C) USD 30.61 -0.00%

## More
Full page: https://nexqual.com/PMBPX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt