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Principal SmallCap R6 (PSMLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.35-0.13 (-0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.40%
5-Year Average Return7.75%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)27.66%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return27.66%
Worst 3-Yr Total Return3.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSMLXCategory
YTD1.85%20.19%
1-Month-1.81%0.02%
3-Month-5.45%4.36%
1-Year6.38%60.18%
3-Year-1.85%11.32%
5-Year8.05%13.88%
10-Year7.47%11.19%
Last Bull Market29.78%27.98%
Last Bear Market-17.05%-24.08%

Annual Total Return (%) History

Year
PSMLXCategory
2024
N/AN/A
2023
15.84%N/A
2022
-20.10%N/A
2021
20.07%N/A
2020
22.09%10.99%
2019
27.66%23.75%
2018
-10.65%-12.72%
2017
12.98%12.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.71%-5.45%N/AN/A
20235.93%4.70%-6.28%11.45%
2022-7.63%-17.05%-1.59%5.98%
202113.06%5.87%-2.19%2.55%
2020-30.44%28.50%8.58%25.80%
201915.95%3.30%-0.98%7.63%
20180.98%9.41%1.63%-20.43%
20172.86%-0.33%4.92%5.03%

Rank In Category (By Total Return)

YTD50
1-Month63
3-Month93
1-Year87
3-Year83
5-Year52

Load Adjusted Returns

1-Year6.38%
3-Year-1.85%
5-Year8.05%
10-Year7.47%