Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSET (Principal Quality ETF) | 0.32% | 8.25% | 13.47% | 9.03% | 12.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSET (Principal Quality ETF) | 03/23/2016 | 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 (%) | 0.73 | 8.25 | 13.47 | 9.03 | 12.77 | NA | NA | … | … | 0.32 | 7.27 | 17.65 | 24.06 | -16.52 | 29.58 | 16.22 | 34.60 | -2.29 | 24.35 | 5.80 |
| Sharpe Ratio | NA | 0.52 | 0.63 | 0.38 | 0.61 | NA | NA | … | … | -0.16 | 0.22 | 0.90 | 1.48 | -0.78 | 2.30 | 0.45 | 2.36 | -0.24 | 3.63 | 0.84 |
| Standard Deviation(%) | NA | 12.65 | 16.50 | 17.48 | 18.17 | NA | NA | … | … | 14.57 | 19.86 | 15.52 | 13.94 | 23.16 | 12.85 | 35.16 | 14.05 | 15.28 | 6.56 | 8.72 |
| Draw Down(%) | NA | 12.93 | 21.96 | 25.61 | 34.74 | NA | NA | … | … | 12.93 | 21.96 | 10.12 | 10.48 | 25.61 | 7.58 | 34.74 | 5.85 | 13.62 | 2.18 | 5.99 |
| Yield(%) | 0.00 | 0.67 | 0.92 | 1.06 | 1.93 | 1.32 | 0.99 | … | … | 0.19 | 0.63 | 0.81 | 1.05 | 1.23 | 1.16 | 1.24 | 1.80 | 1.28 | 0.97 | 1.32 |
Data as of 06/04/2026, Common starting date is 03/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSET (Principal Quality ETF) |
6.56%
Sep 2019 – Sep 2022 |
8.19%
Mar 2021 – Mar 2026 |
12.68%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSET (Principal Quality ETF) |
26.56%
Dec 2018 – Dec 2021 |
19.75%
Dec 2016 – Dec 2021 |
12.75%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart