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U.S. Markets closed

S&P 500
3,948.72
+11.75(+0.30%)
Dow 30
32,105.25
+75.14(+0.23%)
Nasdaq
11,787.40
+117.44(+1.01%)
Russell 2000
1,720.29
-7.07(-0.41%)
Crude Oil
69.47
-1.43(-2.02%)
Gold
1,996.10
+46.50(+2.39%)

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Principal SmallCap Value Fund II (PSMJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Visitors trend2W10W9M

9.95

-0.26

(-2.55%)

At close: 08:05AM EDT

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Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return24.93%

5-Year Average Return11.92%

Number of Years Up8

Number of Years Down3

Best 1 Yr Total Return (May 2, 2021)38.36%

Worst 1 Yr Total Return (May 2, 2021)N/A

Best 3-Yr Total Return38.36%

Worst 3-Yr Total Return2.56%

Trailing Returns (%) Vs. Benchmarks

ReturnPSMJXCategory

YTD24.93%26.79%

1-Month3.40%-1.77%

3-Month17.53%4.45%

1-Year84.02%71.02%

3-Year11.01%9.35%

5-Year11.92%12.17%

10-Year9.78%9.95%

Last Bull Market26.74%28.07%

Last Bear Market-26.05%-24.24%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD73

1-Month73

3-Month73

1-Year64

3-Year50

5-Year59

Load Adjusted Returns

1-Year89.61%

3-Year9.52%

5-Year11.04%

10-Year9.21%

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S&P 5003,948.72+11.75(+0.30%)

Dow 3032,105.25+75.14(+0.23%)

Nasdaq11,787.40+117.44(+1.01%)

Russell 20001,720.29-7.07(-0.41%)

Crude Oil69.47-1.43(-2.02%)

Gold1,996.10+46.50(+2.39%)

Principal SmallCap Value Fund II (PSMJX)

Performance Overview

Trailing Returns (%) Vs. Benchmarks

Annual Total Return (%) History

Past Quarterly Returns (%)

Rank In Category (By Total Return)

Load Adjusted Returns

S&P 500
3,948.72
+11.75(+0.30%)

Dow 30
32,105.25
+75.14(+0.23%)

Nasdaq
11,787.40
+117.44(+1.01%)

Russell 2000
1,720.29
-7.07(-0.41%)

Crude Oil
69.47
-1.43(-2.02%)

Gold
1,996.10
+46.50(+2.39%)