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Principal SmallCap S&P 600 Index Fund R-3 Class (PSSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.52+0.96 (+3.04%)
At close: 8:00PM EST

Performance overview

Morningstar return rating★★★★
Year-to-date return11.85%
5-year average return9.31%
Number of years up15
Number of years down5
Best 1-yr total return (3 Feb 2019)40.15%
Worst 1-yr total return (3 Feb 2019)-31.47%
Best 3-yr total return40.15%
Worst 3-yr total return-8.11%

Trailing returns (%) vs. Benchmarks

ReturnPSSMXCategory
YTD6.19%10.99%
1-month6.19%7.82%
3-month35.73%28.06%
1-year22.42%10.99%
3-year8.31%6.41%
5-year14.40%10.50%
10-year11.76%9.83%
Last bull market28.90%27.74%
Last bear market-22.28%-24.01%

Annual total return (%) history

Year
PSSMXCategory
2020
10.66%10.99%
2019
21.97%23.75%
2018
-9.17%-12.72%
2017
12.44%12.28%
2016
25.56%20.78%
2015
-2.76%-5.38%
2014
4.96%3.79%
2013
40.15%37.39%
2012
15.54%15.46%
2011
0.12%-4.07%
2010
25.20%25.61%
2009
24.78%31.80%
2008
-31.47%-36.56%
2007
-0.93%-1.10%
2006
14.27%15.03%
2005
6.79%6.75%
2004
21.65%18.94%
2003
37.50%43.41%
2002
-15.31%-16.22%
2001
5.83%8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-32.76%21.96%2.98%31.04%
201911.45%1.70%-0.40%8.04%
20180.36%8.54%4.51%-20.22%
20170.92%1.52%5.77%3.76%
20162.41%3.28%7.04%10.89%
20153.80%0.04%-9.53%3.51%
20140.92%1.90%-6.90%9.64%
201311.58%3.70%10.48%9.63%
201211.82%-3.73%5.20%2.02%
20117.52%-0.40%-19.98%16.83%
20108.22%-8.88%9.43%16.03%
2009-16.86%20.74%18.52%4.87%
2008-7.55%0.26%-0.98%-25.33%
20073.03%5.03%-1.99%-6.60%
200612.59%-4.75%-1.00%7.62%
2005-2.29%3.68%5.20%0.21%
20045.95%3.40%-1.61%12.86%
2003-6.06%19.68%6.83%14.49%
20026.76%-6.81%-18.74%4.76%
2001-6.53%13.40%-17.05%20.36%

Rank in category (by total return)

YTD12
1-month12
3-month13
1-year39
3-year38
5-year32

Load adjusted returns

1-year22.42%
3-year8.31%
5-year14.40%
10-year11.76%