Principal US Small-Cap Adaptive Multi-Factor ETF (PLTL)
PLTL is an actively managed ETF by Principal. PLTL launched on May 19, 2021 and has a 0.19% expense ratio.
ETF Info
May 19, 2021
North America (U.S.)
1x
No Index (Active)
Small-Cap
Expense Ratio
PLTL has an expense ratio of 0.19%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal US Small-Cap Adaptive Multi-Factor ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
PLTL
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^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of PLTL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.71% | -0.04% | -6.00% | -3.06% | -1.60% | 8.27% | 6.02% | -3.65% | -4.82% | -2.13% | 0.38% | ||
| 2022 | -7.36% | 1.43% | 0.12% | -7.10% | 2.50% | -8.69% | 9.92% | -4.51% | -9.87% | 12.92% | 3.95% | -6.39% | -14.97% |
| 2021 | 3.07% | -0.53% | -2.29% | 2.63% | -2.41% | 3.69% | -1.04% | 5.24% | 8.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal US Small-Cap Adaptive Multi-Factor ETF (PLTL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
| Period | 2022 | 2021 |
|---|---|---|
| Dividend | $0.34 | $0.42 |
Dividend yield | 1.51% | 1.58% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal US Small-Cap Adaptive Multi-Factor ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.26 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.12 | $0.34 |
| 2021 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.33 | $0.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Principal US Small-Cap Adaptive Multi-Factor ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal US Small-Cap Adaptive Multi-Factor ETF was 24.89%, occurring on Sep 27, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.89% | Nov 17, 2021 | 216 | Sep 27, 2022 | — | — | — |
| -10.53% | Jun 9, 2021 | 28 | Jul 19, 2021 | 74 | Nov 1, 2021 | 102 |
| -1.09% | May 25, 2021 | 1 | May 25, 2021 | 1 | May 26, 2021 | 2 |
| -0.99% | Jun 2, 2021 | 2 | Jun 3, 2021 | 2 | Jun 7, 2021 | 4 |
| -0.78% | Nov 9, 2021 | 2 | Nov 10, 2021 | 1 | Nov 11, 2021 | 3 |
Volatility
Volatility Chart
The current Principal US Small-Cap Adaptive Multi-Factor ETF volatility is 2.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.