Nasdaq - Delayed Quote USD
Principal SmallCap S&P 600 Index R1 (PSAPX)
29.35
+0.48
+(1.66%)
At close: November 22 at 8:00:58 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.78% |
| 5y Average Return | 9.90% |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 22, 2024) | 39.76% |
| Worst 1Y Total Return (Nov 22, 2024) | -- |
| Best 3Y Total Return | 39.76% |
| Worst 3Y Total Return | 4.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSAPX
Category
- YTD
- 5.56%
- 20.19%
- 1-Month
- -2.69%
- 0.02%
- 3-Month
- -3.46%
- 4.36%
- 1-Year
- 28.68%
- 60.18%
- 3-Year
- 0.84%
- 11.32%
- 5-Year
- 8.06%
- 13.88%
- 10-Year
- 7.86%
- 11.19%
- Last Bull Market
- 24.64%
- 27.98%
- Last Bear Market
- -14.40%
- -24.08%
Annual Total Return (%) History
Year
PSAPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.25% | -3.36% | 9.78% | -- |
| 2023 | 2.27% | 3.16% | -5.18% | 14.82% |
| 2022 | -5.89% | -14.40% | -5.32% | 8.84% |
| 2021 | 17.75% | 4.23% | -3.13% | 5.28% |
| 2020 | -32.77% | 21.82% | 2.90% | 30.92% |
| 2019 | 11.38% | 1.60% | -0.46% | 7.92% |
| 2018 | 0.26% | 8.47% | 4.43% | -20.28% |
| 2017 | 0.83% | 1.45% | 5.69% | 3.69% |
| 2016 | 2.29% | 3.20% | 7.00% | 10.79% |
| 2015 | 3.73% | -0.04% | -9.59% | 3.41% |
| 2014 | 0.86% | 1.82% | -7.01% | 9.58% |
| 2013 | 11.53% | 3.65% | 10.36% | 9.55% |
| 2012 | 11.73% | -3.82% | 5.10% | 1.94% |
| 2011 | 7.38% | -0.41% | -20.05% | 16.74% |
| 2010 | 8.16% | -9.01% | 9.34% | 15.99% |
| 2009 | -16.91% | 20.59% | 18.35% | 4.86% |
| 2008 | -7.64% | 0.20% | -1.07% | -25.36% |
| 2007 | 2.98% | 4.96% | -2.08% | -6.67% |
| 2006 | 12.55% | -4.83% | -1.07% | 7.51% |
| 2005 | -2.33% | 3.61% | 5.16% | 0.10% |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 84 |
| 3-Month | 78 |
| 1-Year | 71 |
| 3-Year | 74 |
| 5-Year | 79 |
Load Adjusted Returns
| 1-Year | 28.68% |
| 3-Year | 0.84% |
| 5-Year | 8.06% |
| 10-Year | 7.86% |
Performance & Risk
| YTD Return | 15.78% |
| 5y Average Return | 9.90% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Principal Funds |
| Net Assets | 1.32B |
| YTD Return | 5.56% |
| Yield | 0.62% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2001 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") SmallCap 600 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").
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