Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal SmallCap S&P 600 Index R4 (PSSSX)

31.56
+0.53
+(1.71%)
At close: November 22 at 8:00:58 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 16.37%
5y Average Return 10.46%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Nov 22, 2024) 40.43%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 40.43%
Worst 3Y Total Return 5.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSSSX
Category
YTD
6.05%
20.19%
1-Month
-2.64%
0.02%
3-Month
-3.33%
4.36%
1-Year
29.34%
60.18%
3-Year
1.35%
11.32%
5-Year
8.59%
13.88%
10-Year
8.40%
11.19%
Last Bull Market
24.89%
27.98%
Last Bear Market
-14.30%
-24.08%

Annual Total Return (%) History

Year
PSSSX
Category
2024
--
--
2023
15.42%
--
2022
-16.60%
--
2021
25.81%
--
2020
10.87%
10.99%
2019
22.22%
23.75%
2018
-9.01%
-12.72%
2017
12.64%
12.28%

2016
25.78%
20.78%
2015
-2.58%
-5.38%
2014
5.19%
3.79%
2013
40.43%
37.39%
2012
15.74%
15.46%
2011
0.32%
-4.07%
2010
25.46%
25.61%
2009
25.02%
31.80%
2008
-31.38%
-36.56%
2007
-0.70%
-1.10%
2006
14.48%
15.03%
2005
7.03%
6.75%
2004
21.82%
18.94%
2003
37.76%
43.41%
2002
-15.17%
-16.22%
2001
6.03%
8.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.40% -3.24% 9.94% --
2023 2.42% 3.28% -5.03% 14.90%
2022 -5.81% -14.30% -5.16% 8.93%
2021 17.91% 4.33% -2.99% 5.43%
2020 -32.72% 21.98% 3.08% 31.06%
2019 11.55% 1.72% -0.35% 8.10%
2018 0.39% 8.61% 4.57% -20.20%
2017 0.95% 1.58% 5.83% 3.79%
2016 2.43% 3.35% 7.07% 10.97%
2015 3.81% 0.12% -9.49% 3.55%

2014 0.95% 1.96% -6.89% 9.76%
2013 11.68% 3.73% 10.55% 9.65%
2012 11.89% -3.71% 5.23% 2.09%
2011 7.54% -0.29% -19.95% 16.87%
2010 8.33% -8.90% 9.53% 16.07%
2009 -16.78% 20.85% 18.49% 4.91%
2008 -7.56% 0.33% -0.91% -25.33%
2007 3.07% 5.06% -1.93% -6.50%
2006 12.65% -4.67% -0.99% 7.67%
2005 -2.28% 3.79% 5.23% 0.28%
2004 6.01% 3.46% -1.60% 12.89%
2003 -6.05% 19.76% 6.91% 14.53%
2002 6.76% -6.73% -18.73% 4.83%
2001 -6.44% 13.38% -17.03% 20.46%

Rank in Category (By Total Return)

YTD 82
1-Month 81
3-Month 77
1-Year 66
3-Year 68
5-Year 67

Load Adjusted Returns

1-Year 29.34%
3-Year 1.35%
5-Year 8.59%
10-Year 8.40%

Performance & Risk

YTD Return 16.37%
5y Average Return 10.46%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Principal Funds
Net Assets 1.32B
YTD Return 6.05%
Yield 1.00%
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 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").

Related Tickers

HJSIX Hennessy Japan Small Cap Institutional
16.04
+3.02%
 
HJPSX Hennessy Japan Small Cap Investor
16.29
+2.97%
 
FSHCX Fidelity Select Health Care Svcs Port
113.18
+2.65%
 
ISCAX Federated Hermes Intl Small-Mid Co A
37.98
+0.96%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
39.23
+0.95%
 
ISCCX Federated Hermes Intl Small-Mid Co C
25.63
+0.95%
 
SAISX SA International Small Company
19.04
+0.90%
 
TGCEX TCW Concentrated Large Cap Growth I Cl
25.07
-0.95%
 
QLEIX AQR Long-Short Equity I
16.57
+0.85%
 
QLERX AQR Long-Short Equity R6
16.74
+0.84%
 
APDIX Artisan International Fund
26.86
+0.83%
 
QLENX AQR Long-Short Equity N
16.11
+0.81%
 
CPCEX Counterpoint Tactical Equity C
21.14
+0.71%
 
CPAEX Counterpoint Tactical Equity A
22.65
+0.71%
 
CPIEX Counterpoint Tactical Equity I
23.16
+0.70%
 
BCSFX Brown Capital Management International Small Company Fund
22.27
+0.68%
 
BCSVX Brown Capital Management International Small Company Fund
21.74
+0.65%
 
AIVGX American Funds International Vntg F-3
15.85
+0.63%
 
FISMX Fidelity International Small Cap
29.47
+0.61%
 
FIQIX Fidelity Advisor Intl Small Cap Z
29.64
+0.61%
 
FIXIX Fidelity Advisor Intl Small Cap I
29.68
+0.61%
 
FTISX Fidelity Advisor Intl Small Cap M
28.66
+0.60%
 
FIASX Fidelity Advisor Intl Small Cap A
28.81
+0.59%
 
FICSX Fidelity Advisor Intl Small Cap C
27.63
+0.58%
 
MIEIX MFS International Equity R6
32.66
+0.55%
 
FOPTX Fidelity Advisor Intl Sm Cap Opps M
17.84
+0.51%
 
FOPCX Fidelity Advisor Intl Sm Cap Opps C
16.89
+0.48%
 
FOPAX Fidelity Advisor Intl Sm Cap Opps A
18.16
+0.44%
 
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
18.47
+0.44%
 
FOPIX Fidelity Advisor Intl Sm Cap Opps I
18.53
+0.43%
 
FSCOX Fidelity International Small Cap Opp
18.56
+0.43%
 
FNORX Fidelity Nordic
55.79
+0.43%
 
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.43
+0.43%
 
FGRSX Federated Hermes Intl Leaders R6
35.32
+0.43%
 
FGFLX Federated Hermes Intl Leaders IS
35.37
+0.43%
 
FCIWX NYLI PineStone International Eq Cl R6
15.05
+0.40%
 
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.35
+0.37%
 
NFRFX Nuveen Floating Rate Income R6
17.71
+0.34%
 
NPSAX Nuveen Preferred Secs & Inc A
15.22
+0.33%
 
NPSRX Nuveen Preferred Secs & Inc I
15.24
+0.33%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.27
+0.33%
 
FPEAX First Trust Preferred Sec & Inc A
19.00
+0.32%
 
NFRAX Nuveen Floating Rate Income A
17.61
+0.28%
 
NFRIX Nuveen Floating Rate Income I
17.63
+0.28%
 
RAIWX Manning & Napier Rainier Intl Discv W
21.48
+0.28%
 
CFRZX Columbia Floating Rate Inst
32.43
+0.28%
 
CFRYX Columbia Floating Rate Inst3
32.46
+0.28%
 
RFRFX Columbia Floating Rate Inst2
32.60
+0.28%
 
BISAX Brandes International Small Cap Equity Fund
18.82
+0.27%
 
BISMX Brandes International Small Cap Equity Fund
18.96
+0.26%
 
FPEIX First Trust Preferred Sec & Inc I
19.19
+0.26%
 
FPEFX First Trust Preferred Sec & Inc F
19.27
+0.26%
 
GIFPX Guggenheim Floating Rate Strats P
23.45
+0.26%
 
GIFIX Guggenheim Floating Rate Strats Instl
23.46
+0.26%
 
GIFSX Guggenheim Floating Rate Strats R6
23.47
+0.26%
 
TEBRX Teberg
20.79
-1.47%
 
BINCX Brandes International Small Cap Equity Fund
17.98
+0.22%
 
BISRX Brandes International Small Cap Equity Fund
19.09
+0.21%
 
FAOAX Fidelity Advisor Overseas A
30.01
+0.20%
 
FAOSX Fidelity Advisor Overseas Z
30.87
+0.19%
 
FAOIX Fidelity Advisor Overseas I
30.94
+0.19%
 
FOSKX Fidelity Overseas K
59.85
+0.18%
 
PWJZX PGIM Jennison International Opps Z
27.23
+0.18%
 
FOSFX Fidelity Overseas
60.19
+0.18%
 
NCOIX Nuveen High Yield Income I
17.12
+0.18%
 
NCSRX Nuveen High Yield Income R6
17.21
+0.17%
 
PRIDX T. Rowe Price International Discovery
57.80
+0.17%
 
TIDDX T. Rowe Price International Discovery I
57.89
+0.17%
 
FSPCX Fidelity Select Insurance Port
86.90
+0.17%
 
TRZKX T. Rowe Price International Discovery Z
58.51
+0.17%
 
FAERX Fidelity Advisor Overseas M
30.82
+0.16%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.00
+0.16%
 
PWJAX PGIM Jennison International Opps A
26.64
+0.15%
 
HNINX Harbor International Retirement
42.24
+0.07%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
HMEZX NexPoint Merger Arbitrage Z
19.59
+0.05%
 
APHGX Artisan Global Value Fund
21.98
+0.05%
 
VEGBX Vanguard Emerging Markets Bond Admiral
22.84
+0.04%
 
GILHX Guggenheim Limited Duration Instl
24.51
0.00%
 
GIKRX Guggenheim Limited Duration R6
24.50
0.00%
 
GILDX Guggenheim Limited Duration A
24.51
-0.04%
 
GILPX Guggenheim Limited Duration P
24.50
-0.04%
 
GIOSX Guggenheim Macro Opportunities R6
24.37
-0.04%
 
GIOPX Guggenheim Macro Opportunities P
24.35
-0.04%
 
GIOAX Guggenheim Macro Opportunities A
24.34
-0.04%
 
GMOZX GMO High Yield I
16.37
-0.06%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
15.84
-0.06%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
15.83
-0.06%
 
CDSIX Calvert Short Duration Income Fund
15.77
-0.06%
 
CDSRX Calvert Short Duration Income R6
15.77
-0.06%
 
CSDAX Calvert Short Duration Income A
15.67
-0.06%
 
MOWIX Moerus Worldwide Value Institutional
15.05
-0.07%
 
MOWNX Moerus Worldwide Value N
15.01
-0.07%
 
GMODX GMO Opportunistic Income Fund
24.39
-0.08%
 
GIOIX Guggenheim Macro Opportunities Instl
24.37
-0.08%
 
FDVIX Fidelity Advisor Diversified Intl I
23.88
-0.08%
 
MIOFX Marsico International Opportunities
22.55
-0.09%
 
BUIIX Buffalo International Institutional
19.60
-0.10%
 
BUFIX Buffalo International
19.59
-0.10%
 
ARINX Archer Income
18.02
-0.11%