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Principal SmallCap S&P 600 Index R4 (PSSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.77+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.29%
5-year average return7.34%
Number of years up17
Number of years down6
Best 1-yr total return (2 Jul 2024)40.43%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return40.43%
Worst 3-yr total return5.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSSSXCategory
YTD-0.92%20.19%
1-month-2.29%0.02%
3-month-3.24%4.36%
1-year8.12%60.18%
3-year-0.83%11.32%
5-year7.46%13.88%
10-year7.63%11.19%
Last bull market24.89%27.98%
Last bear market-14.30%-24.08%

Annual total return (%) history

Year
PSSSXCategory
2024
N/AN/A
2023
15.42%N/A
2022
-16.60%N/A
2021
25.81%N/A
2020
10.87%10.99%
2019
22.22%23.75%
2018
-9.01%-12.72%
2017
12.64%12.28%
2016
25.78%20.78%
2015
-2.58%-5.38%
2014
5.19%3.79%
2013
40.43%37.39%
2012
15.74%15.46%
2011
0.32%-4.07%
2010
25.46%25.61%
2009
25.02%31.80%
2008
-31.38%-36.56%
2007
-0.70%-1.10%
2006
14.48%15.03%
2005
7.03%6.75%
2004
21.82%18.94%
2003
37.76%43.41%
2002
-15.17%-16.22%
2001
6.03%8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.40%-3.24%N/AN/A
20232.42%3.28%-5.03%14.90%
2022-5.81%-14.30%-5.16%8.93%
202117.91%4.33%-2.99%5.43%
2020-32.72%21.98%3.08%31.06%
201911.55%1.72%-0.35%8.10%
20180.39%8.61%4.57%-20.20%
20170.95%1.58%5.83%3.79%
20162.43%3.35%7.07%10.97%
20153.81%0.12%-9.49%3.55%
20140.95%1.96%-6.89%9.76%
201311.68%3.73%10.55%9.65%
201211.89%-3.71%5.23%2.09%
20117.54%-0.29%-19.95%16.87%
20108.33%-8.90%9.53%16.07%
2009-16.78%20.85%18.49%4.91%
2008-7.56%0.33%-0.91%-25.33%
20073.07%5.06%-1.93%-6.50%
200612.65%-4.67%-0.99%7.67%
2005-2.28%3.79%5.23%0.28%
20046.01%3.46%-1.60%12.89%
2003-6.05%19.76%6.91%14.53%
20026.76%-6.73%-18.73%4.83%
2001-6.44%13.38%-17.03%20.46%

Rank in category (by total return)

YTD89
1-month83
3-month48
1-year77
3-year74
5-year67

Load adjusted returns

1-year8.12%
3-year-0.83%
5-year7.46%
10-year7.63%