Nasdaq - Delayed Quote
USD
Principal SmallCap S&P 600 Index Inst (PSSIX)
28.90
-0.36
(-1.23%)
At close: 8:10:23 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 17.48% |
|---|---|
| 5y Average Return | 5.93% |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 30, 2026) | 40.90% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 40.90% |
| Worst 3Y Total Return | 1.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSSIX
Category
- YTD
- 13.90%
- 20.19%
- 1-Month
- -5.59%
- 0.02%
- 3-Month
- -7.95%
- 4.36%
- 1-Year
- 15.81%
- 60.18%
- 3-Year
- 14.59%
- 11.32%
- 5-Year
- 5.99%
- 13.88%
- 10-Year
- 9.59%
- 11.19%
- Last Bull Market
- 30.97%
- 27.98%
- Last Bear Market
- -14.19%
- -24.08%
Annual Total Return (%) History
Year
PSSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.46% | 19.61% | -7.95% | -- |
|
2025
|
-8.98% | 4.91% | 9.08% | 1.67% |
|
2024
|
2.47% | -3.13% | 10.01% | -0.69% |
|
2023
|
2.53% | 3.34% | -4.97% | 15.02% |
|
2022
|
-5.73% | -14.19% | -5.13% | 9.02% |
|
2021
|
17.98% | 4.43% | -2.92% | 5.51% |
|
2020
|
-32.65% | 22.05% | 3.14% | 31.18% |
|
2019
|
11.63% | 1.82% | -0.28% | 8.16% |
|
2018
|
0.44% | 8.71% | 4.66% | -20.14% |
|
2017
|
1.06% | 1.66% | 5.86% | 3.91% |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 81 |
|---|---|
| 3-Month | 65 |
| 1-Year | 41 |
| 3-Year | 61 |
| 5-Year | 70 |
Load Adjusted Returns
| 1-Year | 15.81% |
| 3-Year | 14.59% |
|---|---|
| 5-Year | 5.99% |
| 10-Year | 9.59% |
Performance & Risk
| YTD Return | 17.48% |
| 5y Average Return | 5.93% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Principal Funds |
| Net Assets | 1.21B |
| YTD Return | 13.90% |
| Yield | 1.10% |
| Morningstar Rating | |
| Inception Date | Dec 06, 2000 |
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. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe.
