Principal SmallCap Growth I R4 (PPNSX)

9.90 +0.09 (+0.92%) USD  |  Jul 01 2022

PPNSX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Principal SmallCap Growth I R4
14.25%
42.31%
1.17%
0.93%
8.82%
25.93%
-5.78%
33.11%
41.70%
6.93%
-30.82%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.96%
AB Small Cap Growth R
14.66%
44.80%
-2.04%
-1.55%
6.13%
34.09%
-1.32%
35.26%
53.00%
8.92%
-39.00%
MFS New Discovery R2
20.60%
40.47%
-7.75%
-2.36%
8.31%
25.74%
-1.92%
40.44%
44.29%
0.99%
-31.77%
Lord Abbett Developing Growth R3
10.20%
56.95%
3.09%
-9.10%
-2.99%
29.64%
4.79%
31.63%
72.12%
-2.93%
-36.39%
Baron Discovery R6
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13.80%
-14.53%
21.73%
35.85%
0.64%
26.85%
66.17%
4.89%
-35.28%
As of June 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Principal SmallCap Growth I R4
-8.49%
-19.92%
-30.92%
-31.36%
2.68%
8.12%
10.59%
8.07%
8.71%
6.23%
S&P 500 Total Return
-8.82%
-17.41%
-20.17%
-10.62%
10.60%
11.31%
12.96%
8.54%
9.08%
9.82%
AB Small Cap Growth R
-9.39%
-24.00%
-39.10%
-38.35%
1.86%
9.40%
10.75%
8.67%
9.56%
10.38%
MFS New Discovery R2
-9.39%
-19.88%
-32.03%
-36.44%
2.15%
9.26%
9.80%
7.89%
8.07%
9.19%
Lord Abbett Developing Growth R3
-8.40%
-21.77%
-36.54%
-40.86%
0.35%
11.03%
10.60%
8.74%
9.51%
10.12%
Baron Discovery R6
-8.10%
-23.54%
-35.28%
-40.44%
5.75%
9.43%
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12.03%
As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022