NasdaqGM - Delayed Quote USD
Principal SmallCap Inst (PSLIX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.16% |
| 5y Average Return | 9.40% |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 22, 2024) | 48.23% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 48.23% |
| Worst 3Y Total Return | 3.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSLIX
Category
- YTD
- 7.79%
- 20.19%
- 1-Month
- 0.00%
- 0.02%
- 3-Month
- 5.91%
- 4.36%
- 1-Year
- 20.08%
- 60.18%
- 3-Year
- 0.70%
- 11.32%
- 5-Year
- 9.42%
- 13.88%
- 10-Year
- 9.08%
- 11.19%
- Last Bull Market
- 29.74%
- 27.98%
- Last Bear Market
- -17.07%
- -24.08%
Annual Total Return (%) History
Year
PSLIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.68% | -5.49% | 5.91% | -- |
| 2023 | 5.89% | 4.66% | -6.25% | 11.40% |
| 2022 | -7.67% | -17.07% | -1.60% | 5.94% |
| 2021 | 13.02% | 5.87% | -2.22% | 2.52% |
| 2020 | -30.46% | 28.48% | 8.52% | 25.79% |
| 2019 | 15.93% | 3.25% | -1.02% | 7.65% |
| 2018 | 0.98% | 9.40% | 1.59% | -20.42% |
| 2017 | 2.86% | -0.33% | 4.87% | 5.04% |
| 2016 | -2.68% | 4.26% | 6.78% | 8.25% |
| 2015 | 7.30% | 1.23% | -9.63% | 1.84% |
| 2014 | 2.69% | 3.22% | -8.78% | 8.53% |
| 2013 | 15.30% | 1.69% | 12.79% | 12.10% |
| 2012 | 12.63% | -4.72% | 6.11% | 0.82% |
| 2011 | 7.00% | 0.38% | -22.45% | 18.19% |
| 2010 | 8.17% | -9.19% | 9.78% | 15.00% |
| 2009 | -15.46% | 17.80% | 16.75% | 4.94% |
| 2008 | -10.42% | 0.36% | -4.58% | -26.13% |
| 2007 | 3.73% | 5.40% | -1.76% | -5.03% |
| 2006 | 12.51% | -5.19% | -2.20% | 9.51% |
| 2005 | -2.04% | 5.44% | 5.61% | 0.62% |
| 2004 | 5.66% | -1.30% | -1.18% | 13.02% |
| 2003 | -1.96% | 19.83% | 8.19% | 12.45% |
| 2002 | 3.00% | -5.58% | -16.14% | 1.68% |
| 2001 | 12.23% | -12.05% | 18.33% | -- |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 80 |
| 3-Month | 90 |
| 1-Year | 88 |
| 3-Year | 92 |
| 5-Year | 68 |
Load Adjusted Returns
| 1-Year | 20.08% |
| 3-Year | 0.70% |
| 5-Year | 9.42% |
| 10-Year | 9.08% |
Performance & Risk
| YTD Return | 8.16% |
| 5y Average Return | 9.40% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Principal Funds |
| Net Assets | 2.39B |
| YTD Return | 7.79% |
| Yield | 0.38% |
| 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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