Principal U.S. Small Cap Multi-Factor ETF (PSC)
PSC is a passive ETF by Principal tracking the investment results of the Nasdaq US Small Cap Select Leaders TR Index. PSC launched on Sep 21, 2016 and has a 0.38% expense ratio.
ETF Info
| Issuer | Principal |
|---|---|
| Inception Date | Sep 21, 2016 |
| Region | North America (U.S.) |
| Category | Small Cap Blend Equities, Multi-factor |
| Index Tracked | Nasdaq US Small Cap Select Leaders TR Index |
| Home Page | principaletfs.com |
| Asset Class | Equity |
Asset Class Size | Micro-Cap |
Asset Class Style | Blend |
Expense Ratio
The Principal U.S. Small Cap Multi-Factor ETF has a high expense ratio of 0.38%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: PSC vs. IJR, PSC vs. STLG
Performance
Performance Chart
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.
Returns By Period
Principal U.S. Small Cap Multi-Factor ETF had a return of 3.27% year-to-date (YTD) and 22.52% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.27% | 5.84% |
| 1 month | -1.88% | -2.98% |
| 6 months | 24.60% | 22.02% |
| 1 year | 22.52% | 24.47% |
| 5 years (annualized) | 9.64% | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.11% | 5.35% | 3.51% | |||||||||
| 2023 | -4.83% | -5.98% | 8.52% | 10.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Principal U.S. Small Cap Multi-Factor ETF(PSC)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal U.S. Small Cap Multi-Factor ETF (PSC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Principal U.S. Small Cap Multi-Factor ETF granted a 0.86% dividend yield in the last twelve months. The annual payout for that period amounted to $0.41 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.34 | $0.75 | $0.69 | $0.45 | $0.44 | $0.36 | $0.30 | $0.10 |
Dividend yield | 0.86% | 0.73% | 1.92% | 1.45% | 1.25% | 1.37% | 1.30% | 0.95% | 0.35% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.11 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.36 | $0.00 | $0.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.13 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.05 | $0.00 | $0.10 |
| 2016 | $0.10 |
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 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 46.75%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.
The current Principal U.S. Small Cap Multi-Factor ETF drawdown is 4.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.75% | Aug 30, 2018 | 371 | Mar 18, 2020 | 175 | Nov 24, 2020 | 546 |
| -25.86% | Nov 9, 2021 | 221 | Sep 26, 2022 | 359 | Mar 1, 2024 | 580 |
| -9.19% | Jan 25, 2018 | 7 | Feb 9, 2018 | 28 | May 17, 2018 | 35 |
| -9.03% | Jun 9, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -8.59% | Mar 16, 2021 | 7 | Mar 24, 2021 | 31 | May 7, 2021 | 38 |
Volatility
Volatility Chart
The current Principal U.S. Small Cap Multi-Factor ETF volatility is 5.03%, 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.