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Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.60
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.75%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (24 Aug 2023)
83.28%
Worst 1-yr total return (24 Aug 2023)
N/A
Best 3-yr total return
83.28%
Worst 3-yr total return
12.16%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PSMHX
Category
YTD
6.75%
10.80%
1-month
-7.02%
4.43%
3-month
3.21%
7.00%
1-year
-8.30%
48.17%
3-year
3.34%
21.26%
5-year
0.00%
20.18%
10-year
0.00%
14.07%
Last bull market
38.59%
27.14%
Last bear market
-21.34%
-21.26%
Annual total return (%) history
Year
PSMHX
Category
2023
N/A
N/A
2022
-30.46%
N/A
2021
10.70%
N/A
2020
83.28%
39.26%
2019
N/A
32.52%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
6.55%
7.47%
N/A
N/A
2022
-12.39%
-21.34%
2.03%
-1.10%
2021
4.30%
2.88%
-1.48%
4.71%
2020
-15.64%
41.98%
15.62%
32.34%
2019
-7.28%
9.11%
N/A
N/A
Rank in category (by total return)
YTD
60
1-month
90
3-month
41
1-year
81
3-year
30
5-year
N/A
Load adjusted returns
1-year
5.38%
3-year
8.44%
5-year
N/A
10-year
N/A
Data disclaimer
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