Performance analysis of PSC (Principal U.S. Small-Cap ETF)
Annual Return
Over the past 3 years, PSC has had an average annual return of +16.74%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PSC has had an average annual return of +9.83%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Sep 22, 2016, PSC has had an average annual return of +11.87%, underperforming the benchmark SPY, which returned +15.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18% | +13.41% | +12.39% | +18.52% | -15.93% | +32.54% | +13.34% | +19% | -11.36% | +15.93% | +9.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.02% | +0.32% | -4.85% | +10.65% | +4.34% | +6.15% | -3.04% | +18% | |||||
| 2025 | +4.39% | -4.47% | -5.03% | -1.61% | +7.24% | +4.22% | -0.48% | +5.11% | +2.43% | -0.66% | +2.90% | -0.58% | +13.41% |
| 2024 | -1.11% | +5.35% | +3.51% | -5.60% | +4.44% | -1.33% | +8.80% | -1.93% | +1.40% | -2.12% | +10.70% | -8.61% | +12.39% |
| 2023 | +9.32% | -0.98% | -5.27% | -1.58% | -1.40% | +9.08% | +4.98% | -3.22% | -4.84% | -5.97% | +8.52% | +10.67% | +18.52% |
| 2022 | -7.35% | +0.41% | +0.61% | -7.61% | +1.56% | -8.55% | +9.58% | -2.69% | -8.91% | +11.28% | +3.45% | -6.39% | -15.93% |
| 2021 | +6.35% | +10.01% | +3.84% | +3.28% | +2.85% | +0.73% | -2.70% | +2.54% | -2.86% | +2.24% | -1.11% | +4.07% | +32.54% |
| 2020 | -2.62% | -9.38% | -25.08% | +18.68% | +4.17% | +3.14% | +3.58% | +4.56% | -4.89% | +1.35% | +19.53% | +7.74% | +13.34% |
| 2019 | +9.72% | +5.50% | -3.01% | +3.19% | -8.32% | +6.89% | +1.40% | -5.40% | +2.28% | +1.38% | +3.21% | +2.11% | +19% |
| 2018 | +1.29% | -2.69% | +0.37% | +0.78% | +5.92% | +0.40% | +1.48% | +5.15% | -1.48% | -10.73% | +0.81% | -11.62% | -11.36% |
| 2017 | -0.77% | +2.80% | +0.96% | +2.27% | -2.80% | +2.38% | +0.93% | -4.10% | +8.28% | +1.11% | +0% | +4.36% | +15.93% |
Drawdown analysis of PSC (Principal U.S. Small-Cap ETF)
The maximum drawdown for the PSC was -46.70%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.
The current PSC drawdown is -3.04%.
Since Sep 22, 2016 PSC has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.70% | Aug 29, 2018 | 389 | Mar 18, 2020 | 175 | Nov 24, 2020 | 564 |
| -25.87% | Nov 8, 2021 | 221 | Sep 26, 2022 | 359 | Mar 1, 2024 | 580 |
| -23.49% | Nov 25, 2024 | 90 | Apr 8, 2025 | 104 | Sep 8, 2025 | 194 |
| -9.95% | Jan 22, 2026 | 46 | Mar 30, 2026 | 13 | Apr 17, 2026 | 59 |
| -9.37% | Jul 16, 2024 | 16 | Aug 7, 2024 | 47 | Oct 14, 2024 | 63 |
| -9.19% | Jan 23, 2018 | 13 | Feb 9, 2018 | 67 | May 17, 2018 | 80 |
| -9.03% | Jun 8, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -8.59% | Mar 15, 2021 | 7 | Mar 24, 2021 | 31 | May 7, 2021 | 38 |
| -7.12% | Mar 28, 2024 | 14 | Apr 18, 2024 | 57 | Jul 11, 2024 | 71 |
| -7.12% | Oct 8, 2025 | 31 | Nov 20, 2025 | 5 | Nov 28, 2025 | 36 |
| -6.67% | Sep 22, 2016 | 29 | Nov 2, 2016 | 8 | Nov 14, 2016 | 37 |
| -5.90% | Jul 27, 2017 | 17 | Aug 21, 2017 | 27 | Sep 28, 2017 | 44 |
| -5.57% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -5.37% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -4.62% | Apr 27, 2017 | 14 | May 17, 2017 | 16 | Jun 9, 2017 | 30 |
| -4.35% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -3.88% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.73% | Jan 14, 2021 | 10 | Jan 29, 2021 | 4 | Feb 4, 2021 | 14 |
| -3.61% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -3.53% | Jun 20, 2018 | 5 | Jun 27, 2018 | 14 | Jul 18, 2018 | 19 |
| -3.51% | Mar 1, 2017 | 18 | Mar 27, 2017 | 20 | Apr 25, 2017 | 38 |
| -3.43% | Dec 8, 2017 | 4 | Dec 14, 2017 | 10 | Dec 29, 2017 | 14 |
| -3.31% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -3.21% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -3.16% | Jun 30, 2026 | 5 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |