Nasdaq - Delayed Quote USD
Principal SmallCap S&P 600 Index R5 (PSSPX)
24.58
+0.01
+(0.04%)
As of 8:07:00 AM EDT. Market Open.
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 that compose the Standard & Poor's ("S&P") SmallCap 600 Index. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -9.87% |
| 5y Average Return | 11.64% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSSPX | Category Average | PSSPX | Category Average | PSSPX | Category Average | |
| Alpha | -10.23 | -0.09 | -4.31 | -0.06 | -5.66 | -0.06 |
| BETA | 1.18 | 0.01 | 1.08 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.34 | 0.01 | 1.05 | 0.01 | 0.73 | 0.01 |
| R-squared | 69.91 | 0.83 | 65.59 | 0.77 | 71.98 | 0.78 |
| Standard Deviation | 23.05 | 0.26 | 21.45 | 0.21 | 20.78 | 0.19 |
| Sharpe Ratio | -0.02 | 0 | 0.45 | 0.01 | 0.33 | 0.01 |
| Treynor Ratio | -2.65 | 0.08 | 7.45 | 0.1 | 4.21 | 0.09 |
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