PSMCX - Principal SmallCap Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.25%
5-Year Average Return3.92%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (May 18, 2023)46.41%
Worst 1 Yr Total Return (May 18, 2023)N/A
Best 3-Yr Total Return46.41%
Worst 3-Yr Total Return-2.74%

Trailing Returns (%) Vs. Benchmarks

ReturnPSMCXCategory
YTD3.25%20.19%
1-Month-1.78%0.02%
3-Month-7.51%4.36%
1-Year2.91%60.18%
3-Year13.23%11.32%
5-Year3.92%13.88%
10-Year7.70%11.19%
Last Bull Market48.67%27.98%
Last Bear Market-17.30%-24.08%

Annual Total Return (%) History

Year
PSMCXCategory
2023
N/AN/A
2022
-21.11%N/A
2021
18.60%N/A
2020
20.57%10.99%
2019
26.06%23.75%
2018
-11.72%-12.72%
2017
11.57%12.28%
2016
15.79%20.78%
2015
-1.31%-5.38%
2014
3.58%3.79%
2013
46.41%37.39%
2012
13.33%15.46%
2011
-2.95%-4.07%
2010
22.43%25.61%
2009
20.32%31.80%
2008
-37.54%-36.56%
2007
N/A-1.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.57%N/AN/AN/A
2022-7.92%-17.30%-1.89%5.59%
202112.69%5.59%-2.49%2.22%
2020-30.68%28.11%8.20%25.49%
201915.58%2.99%-1.31%7.31%
20180.68%9.09%1.32%-20.66%
20172.56%-0.63%4.55%4.70%
2016-3.02%3.98%6.43%7.89%
20156.95%0.94%-9.97%1.54%
20142.32%2.84%-9.05%8.23%
201314.98%1.31%12.41%11.81%
201212.29%-5.01%5.76%0.46%
20116.61%0.00%-22.71%17.79%
20107.83%-9.46%9.37%14.66%
2009-15.77%17.46%16.26%4.60%
2008-10.71%0.00%-4.89%-26.46%
20075.12%-2.13%-5.43%N/A

Rank In Category (By Total Return)

YTD12
1-Month56
3-Month19
1-Year48
3-Year67
5-Year60

Load Adjusted Returns

1-Year-2.97%
3-Year13.68%
5-Year4.88%
10-Year8.20%