ducovest

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

ETF | Small Blend |

Last Closing

USD 53.21

Change

0.00 (0.00)%

Market Cap

USD 0.66B

Volume

0.02M

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: 2024-11-17 )

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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 15.75% 80% B- 71% C-
Dividend Return 0.66% 10% F 12% F
Total Return 16.41% 80% B- 70% C-
Trailing 12 Months  
Capital Gain 28.74% 90% A- 73% C
Dividend Return 1.00% 10% F 13% F
Total Return 29.75% 60% D- 72% C
Trailing 5 Years  
Capital Gain 68.40% 100% F 78% C+
Dividend Return 8.48% 50% F 27% F
Total Return 76.89% 100% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 17.44% 90% A- 71% C-
Dividend Return 18.86% 90% A- 71% C-
Total Return 1.42% 80% B- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 30.42% 30% F 62% D
Risk Adjusted Return 62.02% 70% C- 85% B
Market Capitalization 0.66B 70% C- 66% 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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.