Principal SmallCap S&P 600 Index Fund (PSSMX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") SmallCap 600 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the small cap universe. The fund uses derivative strategies and invests in exchange-traded funds ("ETFs").
Fund Info
US74253J1806
Dec 6, 2000
$0
Small-Cap
Blend
Expense Ratio
PSSMX features an expense ratio of 0.73%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal SmallCap S&P 600 Index Fund, 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 SmallCap S&P 600 Index Fund had a return of 1.69% year-to-date (YTD) and 4.07% in the last 12 months. Over the past 10 years, Principal SmallCap S&P 600 Index Fund had an annualized return of 1.50%, while the S&P 500 had an annualized return of 11.31%, indicating that Principal SmallCap S&P 600 Index Fund did not perform as well as the benchmark.
PSSMX
1.69%
-0.66%
-3.32%
4.07%
2.18%
1.50%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of PSSMX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.82% | 1.69% | |||||||||||
| 2024 | -4.01% | 3.32% | 3.17% | -5.68% | 4.97% | -2.29% | 10.67% | -1.50% | 0.80% | -2.69% | 10.87% | -14.49% | 0.34% |
| 2023 | 9.40% | -1.29% | -5.20% | -2.84% | -1.76% | 8.13% | 5.47% | -4.22% | -6.04% | -5.80% | 8.23% | 9.57% | 12.03% |
| 2022 | -7.36% | 1.32% | 0.33% | -7.88% | 1.77% | -8.62% | 9.98% | -4.34% | -9.93% | 12.25% | 4.05% | -14.97% | -24.08% |
| 2021 | 6.19% | 7.53% | 3.20% | 1.96% | 1.96% | 0.30% | -2.44% | 1.96% | -2.52% | 3.37% | -2.38% | -3.50% | 16.01% |
| 2020 | -4.02% | -9.64% | -22.47% | 12.70% | 4.31% | 3.74% | 4.03% | 3.92% | -4.75% | 2.52% | 18.10% | 7.03% | 9.43% |
| 2019 | 10.59% | 4.32% | -3.40% | 3.80% | -8.77% | 7.39% | 1.07% | -4.56% | 3.26% | 1.88% | 3.06% | -2.72% | 15.30% |
| 2018 | 2.46% | -3.96% | 1.99% | 0.94% | 6.39% | 1.07% | 3.06% | 4.00% | -2.60% | -10.53% | 1.46% | -21.58% | -19.06% |
| 2017 | -0.46% | 1.54% | -0.15% | 0.84% | -2.19% | 2.93% | 0.90% | -2.60% | 7.62% | 0.89% | 3.44% | -5.65% | 6.70% |
| 2016 | -6.22% | 1.02% | 8.11% | 1.15% | 1.58% | 0.52% | 5.03% | 1.31% | 0.61% | -4.53% | 12.44% | -2.03% | 19.07% |
| 2015 | -3.52% | 5.97% | 1.52% | -2.36% | 1.49% | 0.95% | -0.91% | -5.28% | -3.61% | 6.01% | 2.63% | -11.38% | -9.43% |
| 2014 | -3.91% | 4.40% | 0.60% | -2.85% | 0.20% | 4.67% | -5.59% | 4.27% | -5.44% | 7.00% | -0.31% | -3.90% | -1.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PSSMX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal SmallCap S&P 600 Index Fund (PSSMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Principal SmallCap S&P 600 Index Fund provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.20 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $0.25 | $0.18 | $0.14 | $0.15 | $0.19 | $0.18 | $0.17 | $0.15 | $0.14 | $0.14 |
Dividend yield | 0.74% | 0.76% | 0.93% | 0.76% | 0.43% | 0.55% | 0.73% | 0.82% | 0.60% | 0.57% | 0.65% | 0.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal SmallCap S&P 600 Index Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2014 | $0.14 | $0.14 |
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 SmallCap S&P 600 Index Fund. 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 SmallCap S&P 600 Index Fund was 64.58%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.
The current Principal SmallCap S&P 600 Index Fund drawdown is 23.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.58% | Jul 20, 2007 | 411 | Mar 9, 2009 | 977 | Jan 25, 2013 | 1388 |
| -53.37% | Aug 30, 2018 | 392 | Mar 23, 2020 | 222 | Feb 8, 2021 | 614 |
| -37.45% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -25.96% | Jun 24, 2015 | 161 | Feb 11, 2016 | 192 | Nov 14, 2016 | 353 |
| -13.84% | May 9, 2006 | 51 | Jul 21, 2006 | 94 | Dec 4, 2006 | 145 |
Volatility
Volatility Chart
The current Principal SmallCap S&P 600 Index Fund volatility is 4.11%, 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.