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
PSM (Principal U.S. Small-MidCap Multi-Factor ETF) NA 11.86% NA NA NA NA NA
Data as of 01/05/2021, Common starting date is 07/24/2019
More Performance Analytics Comparison
Name Start Date End Date
PSM (Principal U.S. Small-MidCap Multi-Factor ETF) 07/24/2019 01/05/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.00 11.86 NA NA NA NA NA 0.00 11.86 5.13 0.00 -28.67 40.19 0.00 0.00 -9.93 4.95 -56.12 116.81 0.00 1,993.60 -96.26 0.00 -5.00 3.90 23.20 53.94 -42.08
Sharpe Ratio NA 0.24 0.11 -0.01 -0.03 NA NA 0.00 0.24 -1.23 -0.02 -0.20 0.01 -0.02 -0.02 -0.06 -0.06 -0.23 0.16 0.00 2.13 -0.05 0.00 -1.44 -0.37 0.15 0.98 -0.34
Standard Deviation(%) NA 47.77 424.64 606.42 596.53 NA NA NA 47.77 11.57 710.98 241.71 825.47 942.72 884.52 442.30 225.45 322.39 501.10 NA 2,383.36 2,288.41 NA 17.77 31.00 26.03 33.38 297.93
Draw Down(%) NA 42.68 83.27 92.84 92.84 NA NA 0.00 42.68 6.02 83.27 53.70 89.06 65.01 66.46 65.90 52.44 58.69 61.60 0.00 96.67 98.38 0.00 5.00 9.91 2.22 0.00 50.95
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/05/2021, Common starting date is 07/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSM (Principal U.S. Small-MidCap Multi-Factor ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSM (Principal U.S. Small-MidCap Multi-Factor ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return