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Principal SmallCap S&P 600 Index R4 (PSSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.32+0.02 (+0.08%)
At close: 8:01PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return3.50%
5-Year Average Return15.20%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jul 30, 2017)40.43%
Worst 1 Yr Total Return (Jul 30, 2017)-31.38%
Best 3-Yr Total Return40.43%
Worst 3-Yr Total Return-7.95%

Trailing Returns (%) Vs. Benchmarks

ReturnPSSSXCategory
YTD3.50%3.24%
1-Month0.93%2.53%
3-Month1.64%1.53%
1-Year17.09%20.96%
3-Year11.13%5.70%
5-Year15.20%12.75%
10-Year8.50%6.12%
Last Bull Market29.03%27.68%
Last Bear Market-22.20%-24.15%

Annual Total Return (%) History

Year
PSSSXCategory
2017
N/AN/A
2016
25.78%20.78%
2015
-2.58%-5.38%
2014
5.19%3.79%
2013
40.43%37.39%
2012
15.74%15.46%
2011
0.32%-4.07%
2010
25.46%25.61%
2009
25.02%31.80%
2008
-31.38%-36.56%
2007
-0.70%-1.10%
2006
14.48%15.03%
2005
7.03%6.75%
2004
21.82%18.94%
2003
37.76%43.41%
2002
-15.17%-16.22%
2001
6.03%8.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.95%1.58%N/AN/A
20162.43%3.35%7.07%10.97%
20153.81%0.12%-9.49%3.55%
20140.95%1.96%-6.89%9.76%
201311.68%3.73%10.55%9.65%
201211.89%-3.71%5.23%2.09%
20117.54%-0.29%-19.95%16.87%
20108.33%-8.90%9.53%16.07%
2009-16.78%20.85%18.49%4.91%
2008-7.56%0.33%-0.91%-25.33%
20073.07%5.06%-1.93%-6.50%
200612.65%-4.67%-0.99%7.67%
2005-2.28%3.79%5.23%0.28%
20046.01%3.46%-1.60%12.89%
2003-6.05%19.76%6.91%14.53%
20026.76%-6.73%-18.73%4.83%
2001-6.44%13.38%-17.03%20.46%

Rank In Category (By Total Return)

YTD56
1-Month36
3-Month46
1-Year38
3-Year11
5-Year13

Load Adjusted Returns

1-Year17.09%
3-Year11.13%
5-Year15.20%
10-Year8.50%