SmallCap Fund
Principal Funds, Inc

Average annual returns

No trailing-return data available for this share class.

Risk statistics

63 months through Oct. 31, 2024
Volatility (ann.)
21.74%
Sharpe
-0.11
Sortino
-0.17
Max drawdown
-30.61%
Best month
15.89%
Worst month
-22.73%
Beta vs VTSAX
1.12
Correlation
0.90

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

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