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Nasdaq - Delayed Quote USD

Principal SmallCap R5 (PSBPX)

24.28
-1.87
(-7.15%)
At close: 8:01:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.47%
5y Average Return 15.11%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (Apr 2, 2025) 47.96%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 47.96%
Worst 3Y Total Return -0.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSBPX
Category
YTD
-0.82%
20.19%
1-Month
-5.10%
0.02%
3-Month
-8.05%
4.36%
1-Year
2.79%
60.18%
3-Year
2.06%
11.32%
5-Year
9.63%
13.88%
10-Year
7.42%
11.19%
Last Bull Market
15.14%
27.98%
Last Bear Market
-17.11%
-24.08%

Annual Total Return (%) History

Year
PSBPX
Category
2025
--
--
2024
6.83%
--
2023
15.55%
--
2022
-20.29%
--
2021
19.79%
--
2020
21.77%
10.99%
2019
27.37%
23.75%
2018
-10.86%
-12.72%

2017
12.68%
12.28%
2016
17.02%
20.78%
2015
-0.27%
-5.38%
2014
4.74%
3.79%
2013
47.96%
37.39%
2012
14.51%
15.46%
2011
-1.83%
-4.07%
2010
23.78%
25.61%
2009
21.79%
31.80%
2008
-36.80%
-36.56%
2007
1.63%
-1.10%
2006
13.95%
15.03%
2005
9.47%
6.75%
2004
16.21%
18.94%
2003
42.40%
43.41%
2002
-17.15%
-16.22%
2001
7.20%
8.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.55% -- -- --
2024 7.65% -5.50% 5.86% -0.80%
2023 5.85% 4.61% -6.31% 11.38%
2022 -7.68% -17.11% -1.62% 5.89%
2021 13.00% 5.82% -2.25% 2.49%
2020 -30.51% 28.46% 8.48% 25.75%
2019 15.90% 3.24% -1.08% 7.60%
2018 0.95% 9.33% 1.57% -20.49%
2017 2.80% -0.38% 4.83% 4.95%
2016 -2.80% 4.30% 6.70% 8.18%

2015 7.20% 1.19% -9.69% 1.80%
2014 2.61% 3.19% -8.81% 8.48%
2013 15.27% 1.64% 12.72% 12.03%
2012 12.59% -4.79% 6.06% 0.72%
2011 6.92% 0.25% -22.48% 18.14%
2010 8.07% -9.18% 9.67% 14.99%
2009 -15.51% 17.75% 16.72% 4.88%
2008 -10.48% 0.29% -4.58% -26.23%
2007 3.65% 5.26% -1.81% -5.13%
2006 12.42% -5.22% -2.31% 9.46%
2005 -2.09% 5.33% 5.57% 0.55%
2004 5.67% -1.43% -1.24% 12.97%
2003 -2.14% 19.90% 8.08% 12.29%
2002 2.96% -5.66% -16.09% 1.66%
2001 -7.93% 12.04% -12.14% 18.28%

Rank in Category (By Total Return)

YTD 22
1-Month 48
3-Month 19
1-Year 84
3-Year 86
5-Year 73

Load Adjusted Returns

1-Year 2.79%
3-Year 2.06%
5-Year 9.63%
10-Year 7.42%

Performance & Risk

YTD Return -6.47%
5y Average Return 15.11%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Principal Funds
Net Assets 2.11B
YTD Return -0.82%
Yield 0.23%
Morningstar Rating
Inception Date Dec 06, 2000

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 with small market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

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