Nasdaq - Delayed Quote USD
Principal SmallCap S&P 600 Index R6 (PSPIX)
20.26
-0.62
(-2.97%)
At close: 8:02:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -21.14% |
| 5y Average Return | 10.90% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 8, 2025) | 26.24% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 26.24% |
| Worst 3Y Total Return | 1.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSPIX
Category
- YTD
- -8.99%
- 20.19%
- 1-Month
- -6.18%
- 0.02%
- 3-Month
- -8.99%
- 4.36%
- 1-Year
- -3.67%
- 60.18%
- 3-Year
- 0.53%
- 11.32%
- 5-Year
- 14.85%
- 13.88%
- 10-Year
- 7.26%
- 11.19%
- Last Bull Market
- 21.96%
- 27.98%
- Last Bear Market
- -14.20%
- -24.08%
Annual Total Return (%) History
Year
PSPIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.99% | -- | -- | -- |
| 2024 | 2.51% | -3.17% | 10.05% | -0.68% |
| 2023 | 2.53% | 3.35% | -4.94% | 15.02% |
| 2022 | -5.70% | -14.20% | -5.09% | 9.04% |
| 2021 | 18.00% | 4.43% | -2.89% | 5.50% |
| 2020 | -32.63% | 22.06% | 3.14% | 31.23% |
| 2019 | 11.59% | 1.82% | -0.20% | 8.16% |
| 2018 | 0.48% | 8.71% | 4.66% | -20.10% |
| 2017 | 1.06% | 1.63% | 5.91% | 3.93% |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 49 |
| 3-Month | 66 |
| 1-Year | 54 |
| 3-Year | 74 |
| 5-Year | 56 |
Load Adjusted Returns
| 1-Year | -3.67% |
| 3-Year | 0.53% |
| 5-Year | 14.85% |
| 10-Year | 7.26% |
Performance & Risk
| YTD Return | -21.14% |
| 5y Average Return | 10.90% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Principal Funds |
| Net Assets | 1.27B |
| YTD Return | -8.99% |
| Yield | 1.36% |
| 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. 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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