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
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSPIX | Category Average | PSPIX | Category Average | PSPIX | Category Average | |
| Alpha | -7.83 | -0.09 | -3.42 | -0.06 | -5.44 | -0.06 |
| BETA | 1.14 | 0.01 | 1.07 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.26 | 0.01 | 1.35 | 0.01 | 0.77 | 0.01 |
| R-squared | 70.65 | 0.83 | 67.56 | 0.77 | 71.89 | 0.78 |
| Standard Deviation | 23.38 | 0.26 | 21.93 | 0.21 | 20.74 | 0.19 |
| Sharpe Ratio | -0.06 | 0 | 0.61 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -3.58 | 0.08 | 11.29 | 0.1 | 4.62 | 0.09 |
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