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
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSAPX | Category Average | PSAPX | Category Average | PSAPX | Category Average | |
| Alpha | -7.41 | -0.09 | -6.87 | -0.06 | -5.17 | -0.06 |
| BETA | 1.06 | 0.01 | 1.12 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.26 | 0.01 | 0.88 | 0.01 | 0.8 | 0.01 |
| R-squared | 68.33 | 0.83 | 71.53 | 0.77 | 70.92 | 0.78 |
| Standard Deviation | 22 | 0.26 | 23.8 | 0.21 | 20.18 | 0.19 |
| Sharpe Ratio | -0.04 | 0 | 0.34 | 0.01 | 0.39 | 0.01 |
| Treynor Ratio | -2.98 | 0.08 | 4.95 | 0.1 | 5.44 | 0.09 |
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