Principal SmallCap S&P 600 Index R5 (PSSPX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return-0.88%
5-Year Average Return7.59%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)40.63%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return40.63%
Worst 3-Yr Total Return5.30%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnPSSPXCategory
YTD1.46%20.19%
1-Month5.00%0.02%
3-Month2.25%4.36%
1-Year19.86%60.18%
3-Year0.17%11.32%
5-Year9.64%13.88%
10-Year8.51%11.19%
Last Bull Market24.98%27.98%
Last Bear Market-14.26%-24.08%
Annual Total Return (%) History
YearPSSPXCategory
2024N/AN/A
202315.58%N/A
2022-16.50%N/A
202125.91%N/A
202011.04%10.99%
201922.37%23.75%
2018-8.91%-12.72%
201712.78%12.28%
201625.94%20.78%
2015-2.46%-5.38%
20145.30%3.79%
201340.63%37.39%
201215.89%15.46%
20110.46%-4.07%
201025.53%25.61%
200925.21%31.80%
2008-31.29%-36.56%
2007-0.59%-1.10%
200614.60%15.03%
20057.15%6.75%
200422.00%18.94%
200337.93%43.41%
2002-15.08%-16.22%
20016.06%8.92%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20242.42%N/AN/AN/A
20232.44%3.33%-5.03%14.97%
2022-5.74%-14.26%-5.17%8.95%
202117.90%4.37%-2.94%5.43%
2020-32.69%22.01%3.11%31.12%
201911.58%1.75%-0.31%8.12%
20180.43%8.63%4.61%-20.18%
20170.98%1.61%5.83%3.85%
20162.47%3.37%7.12%10.99%
20153.88%0.12%-9.45%3.58%
20140.99%2.00%-6.87%9.76%
201311.70%3.81%10.51%9.73%
201211.92%-3.64%5.27%2.08%
20117.65%-0.29%-19.90%16.83%
20108.31%-8.88%9.59%16.07%
2009-16.75%20.80%18.55%5.01%
2008-7.50%0.33%-0.91%-25.28%
20073.13%5.11%-1.92%-6.49%
200612.70%-4.66%-0.99%7.73%
2005-2.22%3.78%5.29%0.29%
20046.01%3.53%-1.54%12.89%
2003-5.96%19.66%7.00%14.55%
20026.76%-6.74%-18.66%4.85%
2001-6.53%13.40%-16.96%20.50%
Rank In Category (By Total Return)
YTD84
1-Month39
3-Month46
1-Year68
3-Year69
5-Year59
Load Adjusted Returns
1-Year19.86%
3-Year0.17%
5-Year9.64%
10-Year8.51%
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