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Principal Fds, Inc. Smallcap S&p 600 Index Fd Cl R-4: (MF: PSSSX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$26.32 USD
-0.22 (-0.83%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.39 | 92 |
| 3 months | 2.39 | 92 |
| 6 months | 17.63 | 69 |
| 1 Year | 15.38 | 73 |
| 3 Year | 1.69 | 56 |
| 5 Year | 8.54 | 60 |
| 10 Year | 8.19 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.55 |
| Bear Market (10/07 - 2/09) | -54.75 |
| Bull Market (2/09 - 3/21) | 637.42 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 15.38 |
| 5 Year | 8.53 |
| 10 Year | 8.19 |
| Since Inception | 8.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.39 | NA | NA | NA |
| 2023 | 2.41 | 3.27 | -5.03 | 14.88 |
| 2022 | -5.80 | -14.29 | -5.16 | 8.92 |
| 2021 | 17.90 | 4.33 | -2.99 | 5.42 |
| 2020 | -32.72 | 21.97 | 3.08 | 31.06 |
| 2019 | 11.55 | 1.71 | -0.35 | 8.09 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.39 | 15.40 | -16.60 | 25.81 | 10.87 | 22.22 | -9.02 | 12.64 | 25.80 | -2.60 | 5.21 |
| % Total Return Rel to Index | -8.16 | -10.84 | 1.60 | -2.86 | -7.53 | -9.26 | -4.62 | -9.15 | 13.86 | -3.99 | -8.43 |
| % Total Return Rel to Peer | -4.11 | -0.67 | 2.91 | 6.50 | -8.12 | -3.21 | 1.75 | -2.95 | 9.85 | 2.12 | 2.53 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.29 | 0.23 | 0.18 | 0.19 | 0.22 | 0.22 | 0.21 | 0.19 | 0.18 | 0.18 |
| % Yield | 0.00 | 1.02 | 0.86 | 0.50 | 0.67 | 0.79 | 0.85 | 0.71 | 0.66 | 0.76 | 0.67 |
| Capital Gains ($) | 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 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%