Nasdaq - Delayed Quote USD

Principal SmallCap Inst (PSLIX)

26.84
-0.10
(-0.37%)
At close: 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.67%
5y Average Return 11.15%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 20, 2025) 48.23%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 48.23%
Worst 3Y Total Return -0.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSLIX
Category
YTD
-9.46%
20.19%
1-Month
-1.04%
0.02%
3-Month
-13.39%
4.36%
1-Year
-3.27%
60.18%
3-Year
2.28%
11.32%
5-Year
10.41%
13.88%
10-Year
6.61%
11.19%
Last Bull Market
15.27%
27.98%
Last Bear Market
-17.07%
-24.08%

Annual Total Return (%) History

Year
PSLIX
Category
2025
--
--
2024
6.96%
--
2023
15.75%
--
2022
-20.17%
--
2021
19.95%
--
2020
21.97%
10.99%
2019
27.54%
23.75%
2018
-10.68%
-12.72%

2017
12.93%
12.28%
2016
17.29%
20.78%
2015
-0.04%
-5.38%
2014
4.94%
3.79%
2013
48.23%
37.39%
2012
14.80%
15.46%
2011
-1.56%
-4.07%
2010
24.01%
25.61%
2009
22.02%
31.80%
2008
-36.64%
-36.56%
2007
2.00%
-1.10%
2006
14.24%
15.03%
2005
9.76%
6.75%
2004
16.46%
18.94%
2003
42.91%
43.41%
2002
-17.07%
-16.22%
2001
--
8.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.51% -- -- --
2024 7.68% -5.49% 5.91% -0.77%
2023 5.89% 4.66% -6.25% 11.40%
2022 -7.67% -17.07% -1.60% 5.94%
2021 13.02% 5.87% -2.22% 2.52%
2020 -30.46% 28.48% 8.52% 25.79%
2019 15.93% 3.25% -1.02% 7.65%
2018 0.98% 9.40% 1.59% -20.42%
2017 2.86% -0.33% 4.87% 5.04%
2016 -2.68% 4.26% 6.78% 8.25%

2015 7.30% 1.23% -9.63% 1.84%
2014 2.69% 3.22% -8.78% 8.53%
2013 15.30% 1.69% 12.79% 12.10%
2012 12.63% -4.72% 6.11% 0.82%
2011 7.00% 0.38% -22.45% 18.19%
2010 8.17% -9.19% 9.78% 15.00%
2009 -15.46% 17.80% 16.75% 4.94%
2008 -10.42% 0.36% -4.58% -26.13%
2007 3.73% 5.40% -1.76% -5.03%
2006 12.51% -5.19% -2.20% 9.51%
2005 -2.04% 5.44% 5.61% 0.62%
2004 5.66% -1.30% -1.18% 13.02%
2003 -1.96% 19.83% 8.19% 12.45%
2002 3.00% -5.58% -16.14% 1.68%
2001 12.23% -12.05% 18.33% --

Rank in Category (By Total Return)

YTD 29
1-Month 8
3-Month 46
1-Year 79
3-Year 77
5-Year 72

Load Adjusted Returns

1-Year -3.27%
3-Year 2.28%
5-Year 10.41%
10-Year 6.61%

Performance & Risk

YTD Return -2.67%
5y Average Return 11.15%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Principal Funds
Net Assets 1.93B
YTD Return -9.46%
Yield 0.30%
Morningstar Rating
Inception Date Mar 01, 2001

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

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