Nasdaq - Delayed Quote USD

Principal SmallCap R1 (PSABX)

21.87 -0.10 (-0.46%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.44%
5y Average Return 6.49%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 47.06%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 47.06%
Worst 3Y Total Return 2.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSABX
Category
YTD
7.48%
20.19%
1-Month
4.38%
0.02%
3-Month
7.48%
4.36%
1-Year
16.78%
60.18%
3-Year
1.05%
11.32%
5-Year
9.04%
13.88%
10-Year
7.55%
11.19%
Last Bull Market
49.15%
27.98%
Last Bear Market
-17.25%
-24.08%

Annual Total Return (%) History

Year
PSABX
Category
2024
--
--
2023
14.87%
--
2022
-20.79%
--
2021
19.00%
--
2020
21.07%
10.99%
2019
26.56%
23.75%
2018
-11.40%
-12.72%
2017
11.97%
12.28%

2016
16.30%
20.78%
2015
-0.86%
-5.38%
2014
4.06%
3.79%
2013
47.06%
37.39%
2012
13.79%
15.46%
2011
-2.42%
-4.07%
2010
23.03%
25.61%
2009
20.97%
31.80%
2008
-37.19%
-36.56%
2007
1.06%
-1.10%
2006
13.23%
15.03%
2005
8.78%
6.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.48% -- -- --
2023 5.72% 4.46% -6.45% 11.19%
2022 -7.83% -17.25% -1.77% 5.73%
2021 12.80% 5.66% -2.40% 2.31%
2020 -30.62% 28.31% 8.29% 25.57%
2019 15.70% 3.12% -1.23% 7.40%
2018 0.78% 9.22% 1.38% -20.60%
2017 2.64% -0.51% 4.67% 4.75%
2016 -2.90% 4.10% 6.55% 7.99%
2015 7.08% 1.01% -9.82% 1.64%

2014 2.45% 2.99% -8.94% 8.30%
2013 15.16% 1.40% 12.54% 11.90%
2012 12.40% -4.93% 5.94% 0.52%
2011 6.76% 0.13% -22.57% 17.88%
2010 7.97% -9.33% 9.48% 14.79%
2009 -15.68% 17.59% 16.56% 4.67%
2008 -10.58% 0.07% -4.76% -26.31%
2007 3.51% 5.11% -1.98% -5.24%
2006 12.20% -5.38% -2.42% 9.30%
2005 -2.24% 5.12% 5.39% 0.44%

Rank in Category (By Total Return)

YTD 24
1-Month 22
3-Month 24
1-Year 69
3-Year 81
5-Year 61

Load Adjusted Returns

1-Year 16.78%
3-Year 1.05%
5-Year 9.04%
10-Year 7.55%

Performance & Risk

YTD Return -1.44%
5y Average Return 6.49%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Principal Funds
Net Assets 1.65B
YTD Return 7.48%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2005

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 at the time of purchase. 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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