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Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-3: (MF: PSSMX)
(NASDAQ Mutual Funds) As of May 2, 2024 08:00 PM ET
$26.23 USD
+0.38 (1.47%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.32 | 93 |
| 3 months | 2.32 | 93 |
| 6 months | 17.52 | 71 |
| 1 Year | 15.14 | 75 |
| 3 Year | 1.50 | 58 |
| 5 Year | 8.33 | 64 |
| 10 Year | 7.99 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 113.35 |
| Bear Market (10/07 - 2/09) | -54.93 |
| Bull Market (2/09 - 3/21) | 617.17 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 15.14 |
| 5 Year | 8.33 |
| 10 Year | 7.99 |
| Since Inception | 7.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.32 | NA | NA | NA |
| 2023 | 2.37 | 3.20 | -5.07 | 14.86 |
| 2022 | -5.82 | -14.33 | -5.24 | 8.93 |
| 2021 | 17.83 | 4.26 | -3.03 | 5.36 |
| 2020 | -32.75 | 21.95 | 2.97 | 31.04 |
| 2019 | 11.44 | 1.69 | -0.39 | 8.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.32 | 15.19 | -16.73 | 25.53 | 10.66 | 21.96 | -9.17 | 12.44 | 25.58 | -2.77 | 4.98 |
| % Total Return Rel to Index | -8.23 | -11.05 | 1.47 | -3.15 | -7.74 | -9.52 | -4.78 | -9.35 | 13.64 | -4.16 | -8.65 |
| % Total Return Rel to Peer | -4.18 | -0.88 | 2.78 | 6.21 | -8.33 | -3.46 | 1.59 | -3.15 | 9.63 | 1.94 | 2.31 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.24 | 0.18 | 0.13 | 0.15 | 0.18 | 0.18 | 0.16 | 0.14 | 0.14 | 0.14 |
| % Yield | 0.00 | 0.87 | 0.67 | 0.38 | 0.52 | 0.66 | 0.70 | 0.55 | 0.52 | 0.58 | 0.51 |
| Capital Gains ($) | 0.00 | 0.75 | 2.33 | 2.49 | 0.31 | 1.48 | 2.72 | 1.50 | 1.46 | 1.63 | 1.67 |
| Expense Ratio | 0.00 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%