Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSC (Principal U.S. Small-Cap ETF) 15.48% 29.76% 19.44% 8.37% NA NA NA
Data as of 06/04/2026, Common starting date is 09/22/2016
More Performance Analytics Comparison
Name Start Date End Date
PSC (Principal U.S. Small-Cap ETF) 09/22/2016 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.97 29.76 19.44 8.37 NA NA NA 15.48 13.41 12.38 18.53 -15.92 32.54 13.33 18.90 -11.37 15.92 9.39
Sharpe Ratio NA 1.46 0.82 0.28 NA NA NA 1.93 0.47 0.46 0.81 -0.70 1.51 0.29 1.14 -0.74 1.34 1.86
Standard Deviation(%) NA 18.62 20.04 20.96 NA NA NA 19.24 22.33 19.24 18.42 24.82 21.54 45.64 15.26 17.36 11.46 20.72
Draw Down(%) NA 9.95 23.49 25.87 NA NA NA 9.95 20.66 9.58 14.41 23.71 9.83 44.24 9.62 26.93 5.90 6.67
Yield(%) 0.00 0.74 0.99 1.08 1.70 1.13 0.85 0.19 0.75 0.84 0.87 1.56 1.91 1.39 1.63 1.15 1.09 0.39
Data as of 06/04/2026, Common starting date is 09/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSC (Principal U.S. Small-Cap ETF) -7.79%
Mar 2017 – Mar 2020
4.62%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSC (Principal U.S. Small-Cap ETF) 25.13%
Mar 2020 – Mar 2023
19.24%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return