Nasdaq - Delayed Quote • USD
Principal SmallCap S&P 600 Index R3 (PSSMX)
At close: 8:00 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 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 | 40.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -1.20% |
| 5y Average Return | 8.01% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSSMX | Category Average | PSSMX | Category Average | PSSMX | Category Average | |
| Alpha | -8.89 | -0.09 | -6.55 | -0.06 | -4.81 | -0.06 |
| BETA | 1.02 | 0.01 | 1.13 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.17 | 0.01 | 0.98 | 0.01 | 0.83 | 0.01 |
| R-squared | 73.92 | 0.83 | 76.11 | 0.77 | 73.36 | 0.78 |
| Standard Deviation | 21.2 | 0.26 | 23.61 | 0.21 | 20.24 | 0.19 |
| Sharpe Ratio | -0.06 | 0 | 0.4 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -3.33 | 0.08 | 6.23 | 0.1 | 5.81 | 0.09 |
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