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Principal SmallCap R4 (PSBSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.06+0.18 (+0.70%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.13%
5-Year Average Return7.83%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 26, 2024)47.80%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return47.80%
Worst 3-Yr Total Return3.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSBSXCategory
YTD3.53%20.19%
1-Month3.53%0.02%
3-Month0.45%4.36%
1-Year17.34%60.18%
3-Year-0.88%11.32%
5-Year9.54%13.88%
10-Year7.88%11.19%
Last Bull Market29.55%27.98%
Last Bear Market-17.13%-24.08%

Annual Total Return (%) History

Year
PSBSXCategory
2024
N/AN/A
2023
15.41%N/A
2022
-20.38%N/A
2021
19.65%N/A
2020
21.65%10.99%
2019
27.16%23.75%
2018
-10.95%-12.72%
2017
12.53%12.28%
2016
16.89%20.78%
2015
-0.37%-5.38%
2014
4.57%3.79%
2013
47.80%37.39%
2012
14.38%15.46%
2011
-1.99%-4.07%
2010
23.66%25.61%
2009
21.62%31.80%
2008
-36.89%-36.56%
2007
1.59%-1.10%
2006
14.34%15.03%
2005
9.35%6.75%
2004
16.03%18.94%
2003
42.21%43.41%
2002
-17.57%-16.22%
2001
7.07%8.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20235.83%4.57%-6.33%11.34%
2022-7.73%-17.13%-1.68%5.90%
202112.96%5.79%-2.29%2.47%
2020-30.49%28.39%8.47%25.67%
201915.81%3.24%-1.11%7.55%
20180.89%9.33%1.53%-20.49%
20172.76%-0.38%4.80%4.89%
2016-2.81%4.23%6.68%8.16%
20157.22%1.12%-9.72%1.78%
20142.60%3.10%-8.81%8.41%
201315.27%1.55%12.72%12.01%
201212.53%-4.79%6.01%0.71%
20116.86%0.26%-22.54%18.10%
20108.06%-9.18%9.59%14.98%
2009-15.55%17.68%16.68%4.87%
2008-10.50%0.29%-4.69%-26.22%
20073.68%5.24%-1.88%-5.11%
200612.93%-5.25%-2.32%9.40%
2005-2.11%5.31%5.55%0.49%
20045.63%-1.44%-1.32%12.93%
2003-2.15%19.79%8.04%12.29%
20022.96%-5.74%-16.45%1.67%
2001-7.93%12.04%-12.14%18.14%

Rank In Category (By Total Return)

YTD49
1-Month87
3-Month86
1-Year84
3-Year81
5-Year62

Load Adjusted Returns

1-Year17.34%
3-Year-0.88%
5-Year9.54%
10-Year7.88%