SmallCap Value Fund II
Principal Funds, Inc

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
18.85%
Sharpe
0.49
Sortino
0.87
Max drawdown
-35.53%
Best month
17.92%
Worst month
-24.24%
Beta vs VTSAX
1.20
Correlation
0.77

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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