Principal U.S. Small Cap Multi-Factor ETF (PSC)

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The chart shows the growth of an initial investment of $10,000 in Principal U.S. Small Cap 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.

Principal U.S. Small Cap Multi-Factor ETF (PSC) has returned -0.70% so far this year and 18.90% over the past 12 months.

Based on dividend-adjusted daily data since Sep 22, 2016, PSC's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +19.5%, while the worst month was Mar 2020 at -25.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PSC closed higher 46% of trading days. The best single day was Mar 24, 2020 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -15.8%.

Principal U.S. Small Cap Multi-Factor ETF has an annualized alpha of -0.36%, beta of 0.97, and R² of 0.58 versus S&P 500 Index. Calculated based on daily prices since September 23, 2016.

• This ETF participated in 112.05% of S&P 500 Index downside but only 103.54% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.97 and R² of 0.58, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

PSC has an expense ratio of 0.38%, placing it in the medium range.

PSC ranks 49 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Principal U.S. Small Cap Multi-Factor ETF (PSC) and compare them to a chosen benchmark (S&P 500 Index).

Principal U.S. Small Cap Multi-Factor ETF provided a 0.67% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Principal U.S. Small Cap Multi-Factor ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Principal U.S. Small Cap 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 U.S. Small Cap Multi-Factor ETF was 46.69%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The current Principal U.S. Small Cap Multi-Factor ETF drawdown is 7.26%.

The chart below shows the rolling one-month volatility.