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Principal Fds, Inc. Smallcap Growth Fund I, J Cl: (MF: PSIJX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$7.88 USD
+0.03 (0.38%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -11.85 | 66 |
| 3 months | -15.52 | 79 |
| 6 months | -10.25 | 62 |
| 1 Year | -0.03 | 45 |
| 3 Year | 2.81 | 56 |
| 5 Year | 6.90 | 85 |
| 10 Year | 6.52 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.93 |
| Bull Market (2/09 - 3/21) | 731.22 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -7.04 |
| 5 Year | 10.25 |
| 10 Year | 6.33 |
| Since Inception | 8.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.24 | NA | NA | NA |
| 2024 | 6.05 | -2.34 | 7.90 | 0.40 |
| 2023 | 6.42 | 6.29 | -7.65 | 12.70 |
| 2022 | -14.52 | -19.05 | -1.70 | 4.77 |
| 2021 | 2.76 | 4.97 | -1.78 | 1.08 |
| 2020 | -22.12 | 33.80 | 8.91 | 24.95 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -11.85 | 12.20 | 17.73 | -28.74 | 7.10 | 41.81 | 33.20 | -5.72 | 25.98 | 8.95 | -9.93 |
| % Total Return Rel to Index | -6.93 | -12.82 | -8.50 | -10.54 | -21.58 | 23.41 | 1.71 | -1.33 | 4.19 | -2.98 | -11.32 |
| % Total Return Rel to Peer | -1.16 | 0.27 | 1.65 | -9.22 | -12.21 | 22.81 | 7.76 | 5.04 | 10.39 | -6.99 | -5.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.78 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.11 | 0.00 | 0.10 | 2.45 | 0.89 | 1.01 | 2.33 | 0.84 | 0.36 | 0.00 |
| Expense Ratio | 0.00 | 1.09 | 1.14 | 1.11 | 1.07 | 1.16 | 1.33 | 1.29 | 1.36 | 1.35 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%