Performance analysis of PSET (PRINCIPAL QUALITY ETF)
Annual Return
Over the past 3 years, PSET has had an average annual return of +10.84%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PSET has had an average annual return of +7.99%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, PSET has had an average annual return of +12.45%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Mar 22, 2016, PSET has had an average annual return of +12.69%, underperforming the benchmark SPY, which returned +15.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.65% | +7.28% | +17.65% | +24.07% | -16.53% | +29.58% | +16.21% | +34.84% | -2.29% | +24.64% | +5.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.70% | -1.48% | -6.80% | +7.11% | +2.47% | -0.54% | +1.12% | +0.65% | |||||
| 2025 | +3.07% | -4.63% | -6.17% | +0.30% | +6.01% | +5.05% | +1.90% | +0.79% | +0.81% | +1.07% | -0.00583% | -0.48% | +7.28% |
| 2024 | +1.62% | +6.31% | +2.48% | -5.61% | +3.02% | +3.74% | +0.26% | +1.56% | +2.55% | -2.34% | +5.54% | -2.11% | +17.65% |
| 2023 | +5.38% | -2.44% | +2.61% | -0.27% | +0.34% | +7.49% | +2.87% | -0.28% | -5.47% | -3.59% | +10.48% | +5.85% | +24.07% |
| 2022 | -9.40% | -3.48% | +4.87% | -6.93% | -0.48% | -7.01% | +8.97% | -5.75% | -8.29% | +9.50% | +7.33% | -4.53% | -16.53% |
| 2021 | -3.66% | +2.04% | +5.97% | +4.19% | +0.78% | +3.21% | +4.49% | +2.52% | -5.08% | +6.35% | -0.91% | +7.10% | +29.58% |
| 2020 | +0.49% | -9.64% | -9.85% | +10.02% | +4.25% | +1.17% | +8.45% | +3.30% | -2.10% | -1.89% | +9.50% | +3.83% | +16.21% |
| 2019 | +5.63% | +7.59% | +0.05% | +5.97% | -4.83% | +5.90% | +2.82% | -1.23% | +1.21% | +1.52% | +3.98% | +2.33% | +34.84% |
| 2018 | +5.53% | -1.27% | -2.35% | -1.43% | +3.85% | +0.24% | +1.77% | +3.38% | -0.08% | -7.51% | +5.12% | -8.45% | -2.29% |
| 2017 | +1.48% | +2.53% | +3.20% | +1.45% | +2.32% | +1.36% | -0.06% | -0.10% | +2.90% | +2.54% | +2.66% | +2.03% | +24.64% |
Drawdown analysis of PSET (PRINCIPAL QUALITY ETF)
The maximum drawdown for the PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.
The current PSET drawdown is -1.68%.
Since Mar 22, 2016 PSET has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.74% | Feb 19, 2020 | 23 | Mar 23, 2020 | 108 | Aug 25, 2020 | 131 |
| -25.61% | Dec 31, 2021 | 188 | Sep 30, 2022 | 300 | Dec 11, 2023 | 488 |
| -21.96% | Jan 23, 2025 | 52 | Apr 8, 2025 | 73 | Jul 24, 2025 | 125 |
| -13.62% | Sep 18, 2018 | 65 | Dec 20, 2018 | 43 | Feb 25, 2019 | 108 |
| -12.94% | Jan 9, 2026 | 54 | Mar 30, 2026 | 74 | Jul 16, 2026 | 128 |
| -10.12% | Jul 16, 2024 | 14 | Aug 5, 2024 | 35 | Sep 24, 2024 | 49 |
| -8.04% | Jan 26, 2018 | 10 | Feb 9, 2018 | 122 | Aug 6, 2018 | 132 |
| -7.59% | Sep 3, 2021 | 20 | Oct 4, 2021 | 23 | Nov 4, 2021 | 43 |
| -7.55% | Sep 2, 2020 | 15 | Sep 24, 2020 | 13 | Oct 13, 2020 | 28 |
| -7.43% | Mar 22, 2024 | 19 | Apr 19, 2024 | 37 | Jun 12, 2024 | 56 |
| -6.73% | Oct 14, 2020 | 12 | Oct 30, 2020 | 4 | Nov 5, 2020 | 16 |
| -5.99% | Aug 23, 2016 | 51 | Nov 3, 2016 | 51 | Jan 19, 2017 | 102 |
| -5.86% | Jul 26, 2019 | 6 | Aug 5, 2019 | 32 | Sep 19, 2019 | 38 |
| -5.80% | Oct 27, 2025 | 18 | Nov 20, 2025 | 30 | Jan 6, 2026 | 48 |
| -5.29% | Apr 30, 2019 | 23 | Jun 3, 2019 | 8 | Jun 13, 2019 | 31 |
| -5.10% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -4.70% | Sep 19, 2019 | 10 | Oct 3, 2019 | 16 | Oct 25, 2019 | 26 |
| -4.39% | Dec 16, 2024 | 16 | Jan 10, 2025 | 7 | Jan 22, 2025 | 23 |
| -4.35% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -4.30% | Jan 8, 2021 | 14 | Jan 29, 2021 | 8 | Feb 10, 2021 | 22 |
| -4.05% | Nov 16, 2021 | 10 | Dec 1, 2021 | 5 | Dec 8, 2021 | 15 |
| -3.30% | May 7, 2021 | 3 | May 12, 2021 | 21 | Jun 11, 2021 | 24 |
| -3.19% | Dec 28, 2023 | 4 | Jan 4, 2024 | 9 | Jan 18, 2024 | 13 |
| -3.15% | Dec 4, 2020 | 6 | Dec 14, 2020 | 16 | Jan 7, 2021 | 22 |
| -3.09% | Oct 8, 2025 | 2 | Oct 10, 2025 | 7 | Oct 21, 2025 | 9 |