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Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.600.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.75%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (24 Aug 2023)83.28%
Worst 1-yr total return (24 Aug 2023)N/A
Best 3-yr total return83.28%
Worst 3-yr total return12.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSMHXCategory
YTD6.75%10.80%
1-month-7.02%4.43%
3-month3.21%7.00%
1-year-8.30%48.17%
3-year3.34%21.26%
5-year0.00%20.18%
10-year0.00%14.07%
Last bull market38.59%27.14%
Last bear market-21.34%-21.26%

Annual total return (%) history

Year
PSMHXCategory
2023
N/AN/A
2022
-30.46%N/A
2021
10.70%N/A
2020
83.28%39.26%
2019
N/A32.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.55%7.47%N/AN/A
2022-12.39%-21.34%2.03%-1.10%
20214.30%2.88%-1.48%4.71%
2020-15.64%41.98%15.62%32.34%
2019-7.28%9.11%N/AN/A

Rank in category (by total return)

YTD60
1-month90
3-month41
1-year81
3-year30
5-yearN/A

Load adjusted returns

1-year5.38%
3-year8.44%
5-yearN/A
10-yearN/A