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Principal SmallCap S&P 600 Index R6 (PSPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.52+0.17 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.93%
5-year average return7.99%
Number of years up5
Number of years down2
Best 1-yr total return (20 June 2024)26.24%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return26.24%
Worst 3-yr total return5.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSPIXCategory
YTD1.55%20.19%
1-month5.00%0.02%
3-month2.26%4.36%
1-year20.13%60.18%
3-year0.43%11.32%
5-year9.92%13.88%
10-year8.71%11.19%
Last bull market25.11%27.98%
Last bear market-14.20%-24.08%

Annual total return (%) history

Year
PSPIXCategory
2024
N/AN/A
2023
15.86%N/A
2022
-16.27%N/A
2021
26.24%N/A
2020
11.30%10.99%
2019
22.64%23.75%
2018
-8.65%-12.72%
2017
13.04%12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.51%N/AN/AN/A
20232.53%3.35%-4.94%15.02%
2022-5.70%-14.20%-5.09%9.04%
202118.00%4.43%-2.89%5.50%
2020-32.63%22.06%3.14%31.23%
201911.59%1.82%-0.20%8.16%
20180.48%8.71%4.66%-20.10%
20171.06%1.63%5.91%3.93%

Rank in category (by total return)

YTD83
1-month39
3-month45
1-year63
3-year65
5-year53

Load adjusted returns

1-year20.13%
3-year0.43%
5-year9.92%
10-year8.71%