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
| Issuer | Principal |
|---|---|
| Inception Date | May 19, 2021 |
| Region | North America (U.S.) |
| Category | Actively Managed, Multi-factor |
| Index Tracked | No Index (Active) |
| Home Page | principaletfs.com |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Expense Ratio
The Principal US Small-Cap Adaptive Multi-Factor ETF features an expense ratio of 0.19%, falling within the medium range.
Share Price Chart
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Popular comparisons: PLTL vs. CALF
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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 5.29% |
| 1 month | N/A | -2.47% |
| 6 months | N/A | 16.40% |
| 1 year | N/A | 20.88% |
| 5 years (annualized) | N/A | 11.60% |
| 10 years (annualized) | N/A | 10.43% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -4.82% | -2.13% |
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
Principal US Small-Cap Adaptive Multi-Factor ETF granted a 0.84% dividend yield in the last twelve months. The annual payout for that period amounted to $0.19 per share.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
| Dividend | $0.19 | $0.34 | $0.42 |
Dividend yield | 0.84% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | ||
| 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 |
| 2021 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.33 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.