Canada markets closed

Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
10.600.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.75%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Aug 24, 2023)83.28%
Worst 1 Yr Total Return (Aug 24, 2023)N/A
Best 3-Yr Total Return83.28%
Worst 3-Yr Total Return12.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSMHXCategory
YTD6.75%10.80%
1-Month-7.02%4.43%
3-Month3.21%7.00%
1-Year-8.30%48.17%
3-Year3.34%21.26%
5-Year0.00%20.18%
10-Year0.00%14.07%
Last Bull Market38.59%27.14%
Last Bear Market-21.34%-21.26%

Annual Total Return (%) History

Year
PSMHXCategory
2023
N/AN/A
2022
-30.46%N/A
2021
10.70%N/A
2020
83.28%39.26%
2019
N/A32.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.55%7.47%N/AN/A
2022-12.39%-21.34%2.03%-1.10%
20214.30%2.88%-1.48%4.71%
2020-15.64%41.98%15.62%32.34%
2019-7.28%9.11%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month90
3-Month41
1-Year81
3-Year30
5-YearN/A

Load Adjusted Returns

1-Year5.38%
3-Year8.44%
5-YearN/A
10-YearN/A