Nasdaq - Delayed Quote • USD
Principal SmallCap S&P 600 Index R-6 (PSPIX)
At close: 8:00 PM EDT
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 that compose the Standard & Poor's ("S&P") SmallCap 600 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -1.78% |
| 5y Average Return | 7.30% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSPIX | Category Average | PSPIX | Category Average | PSPIX | Category Average | |
| Alpha | -8.34 | -0.09 | -6.16 | -0.06 | -4.74 | -0.06 |
| BETA | 1 | 0.01 | 1.13 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.35 | 0.01 | 0.95 | 0.01 | 0.85 | 0.01 |
| R-squared | 72.08 | 0.83 | 76.45 | 0.77 | 72.7 | 0.78 |
| Standard Deviation | 20.78 | 0.26 | 23.78 | 0.21 | 20.12 | 0.19 |
| Sharpe Ratio | 0.06 | 0 | 0.39 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | -0.87 | 0.08 | 6 | 0.1 | 6.22 | 0.09 |
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