ducovest

PSC:NSD-Principal U.S. Small-Cap Multi-Factor ETF (USD)

ETF | Small Blend |

Last Closing

USD 51.63

Change

0.00 (0.00)%

Market Cap

USD 0.65B

Volume

7.99K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies with small market capitalizations at the time of purchase. For this fund, companies with small market capitalizations are those with market capitalizations within the range of companies comprising the Russell 2000 Index.

Company Website : http://www.principalfunds.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

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ETFs Containing PSC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.31% 90% A- 71% C-
Dividend Return 0.43% 10% F 11% F
Total Return 12.74% 90% A- 69% C-
Trailing 12 Months  
Capital Gain 27.38% 90% A- 74% C
Dividend Return 0.97% 10% F 15% F
Total Return 28.36% 90% A- 73% C
Trailing 5 Years  
Capital Gain 65.48% 90% A- 77% C+
Dividend Return 8.25% 70% C- 30% F
Total Return 73.73% 90% A- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 16.11% 90% A- 74% C
Dividend Return 17.58% 90% A- 74% C
Total Return 1.46% 70% C- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 30.57% 20% F 60% D-
Risk Adjusted Return 57.50% 80% B- 82% B
Market Capitalization 0.65B 70% C- 65% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.