Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMHX (Principal Small-MidCap Growth Fund Institutional) | NA | -0.47% | 4.96% | NA | NA | NA | NA | … | … |
Data as of 09/05/2023, Common starting date is 06/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMHX (Principal Small-MidCap Growth Fund Institutional) | 06/19/2019 | 09/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.47 | 4.96 | NA | NA | NA | NA | … | … | 6.75 | -30.41 | -19.20 | 69.48 | 0.77 |
| Sharpe Ratio | NA | -0.20 | 0.11 | NA | NA | NA | NA | … | … | 0.32 | -0.98 | -0.48 | 1.92 | 0.01 |
| Standard Deviation(%) | NA | 22.25 | 26.02 | NA | NA | NA | NA | … | … | 18.08 | 32.58 | 40.41 | 35.79 | 17.60 |
| Draw Down(%) | NA | 14.89 | 38.79 | NA | NA | NA | NA | … | … | 10.27 | 34.27 | 35.80 | 36.50 | 13.26 |
| Yield(%) | 0.00 | 0.00 | 15.68 | 12.34 | 6.17 | 4.11 | 3.09 | … | … | 0.00 | 0.00 | 28.63 | 13.46 | 0.00 |
Data as of 09/05/2023, Common starting date is 06/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMHX (Principal Small-MidCap Growth Fund Institutional) |
3.05%
Aug 2020 – Aug 2023 |
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 |
|---|---|---|---|---|
| PSMHX (Principal Small-MidCap Growth Fund Institutional) |
21.23%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart