Singapore markets closed

Principal SmallCap S&P 600 Index R1 (PSAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.64+0.27 (+1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.08%
5-year average return8.43%
Number of years up13
Number of years down6
Best 1-yr total return (29 May 2024)39.76%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return39.76%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSAPXCategory
YTD-3.59%20.19%
1-month-5.71%0.02%
3-month0.49%4.36%
1-year11.43%60.18%
3-year-1.40%11.32%
5-year5.96%13.88%
10-year7.34%11.19%
Last bull market24.64%27.98%
Last bear market-14.40%-24.08%

Annual total return (%) history

Year
PSAPXCategory
2024
N/AN/A
2023
14.87%N/A
2022
-16.99%N/A
2021
25.16%N/A
2020
10.33%10.99%
2019
21.56%23.75%
2018
-9.45%-12.72%
2017
12.11%12.28%
2016
25.14%20.78%
2015
-3.05%-5.38%
2014
4.66%3.79%
2013
39.76%37.39%
2012
15.13%15.46%
2011
-0.19%-4.07%
2010
24.81%25.61%
2009
24.35%31.80%
2008
-31.66%-36.56%
2007
-1.22%-1.10%
2006
13.94%15.03%
2005
6.53%6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.25%N/AN/AN/A
20232.27%3.16%-5.18%14.82%
2022-5.89%-14.40%-5.32%8.84%
202117.75%4.23%-3.13%5.28%
2020-32.77%21.82%2.90%30.92%
201911.38%1.60%-0.46%7.92%
20180.26%8.47%4.43%-20.28%
20170.83%1.45%5.69%3.69%
20162.29%3.20%7.00%10.79%
20153.73%-0.04%-9.59%3.41%
20140.86%1.82%-7.01%9.58%
201311.53%3.65%10.36%9.55%
201211.73%-3.82%5.10%1.94%
20117.38%-0.41%-20.05%16.74%
20108.16%-9.01%9.34%15.99%
2009-16.91%20.59%18.35%4.86%
2008-7.64%0.20%-1.07%-25.36%
20072.98%4.96%-2.08%-6.67%
200612.55%-4.83%-1.07%7.51%
2005-2.33%3.61%5.16%0.10%

Rank in category (by total return)

YTD89
1-month32
3-month84
1-year75
3-year72
5-year75

Load adjusted returns

1-year11.43%
3-year-1.40%
5-year5.96%
10-year7.34%