Summary
PSC
Prices · period metrics · 12M
NAV as of 15/10/2026
02/04/2025 → 02/04/2026
Return 18.66% Volatility 22.42% Sharpe 0.63
Official loaded data — not a live quote.

Principal U.S. Small-Cap ETF

Symbol: PSC

Exchange: NASDAQ

Sector: Healthcare

Category: Small Blend

Inception date: 21/09/2016

Latest date: 15/10/2026

Current price: $67.50

Expense ratio: 0.38%

Assets under management
$2.7B
1.08% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.06%

Ann. -39.84% (Sharpe / Sortino numerator)

Volatility

23.13%

Sharpe ratio

-1.879

VaR 95%

-2.21%

CVaR 95%: -2.29%
Max drawdown: -7.58%
Sortino ratio: -3.531
Calmar ratio: -5.26

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-1.46%

Ann. -1.19% (Sharpe / Sortino numerator)

Volatility

20.55%

Sharpe ratio

-0.234

VaR 95%

-2.07%

CVaR 95%: -2.31%
Max drawdown: -10.12%
Sortino ratio: -0.375
Calmar ratio: -0.12

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.44%

Ann. 3.75% (Sharpe / Sortino numerator)

Volatility

20.19%

Sharpe ratio

0.006

VaR 95%

-2.05%

CVaR 95%: -2.51%
Max drawdown: -10.12%
Sortino ratio: 0.010
Calmar ratio: 0.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

18.66%

Ann. 17.86% (Sharpe / Sortino numerator)

Volatility

22.42%

Sharpe ratio

0.635

VaR 95%

-2.11%

CVaR 95%: -3.02%
Max drawdown: -10.12%
Sortino ratio: 0.917
Calmar ratio: 1.76

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

30.33%

Ann. 10.30% (Sharpe / Sortino numerator)

Volatility

21.14%

Sharpe ratio

0.315

VaR 95%

-2.02%

CVaR 95%: -2.87%
Max drawdown: -23.49%
Sortino ratio: 0.477
Calmar ratio: 0.44

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

70.90%

Ann. 13.84% (Sharpe / Sortino numerator)

Volatility

19.96%

Sharpe ratio

0.511

VaR 95%

-1.86%

CVaR 95%: -2.65%
Max drawdown: -23.49%
Sortino ratio: 0.799
Calmar ratio: 0.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

3.388%

06/02/2026
Worst day

-2.839%

13/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
15/10/2026 $66.78 $67.51 $66.75 $67.50 104,800
14/10/2026 $67.33 $67.38 $66.49 $66.80 90,600
13/10/2026 $67.87 $67.93 $67.40 $67.70 263,200
12/10/2026 $67.78 $67.93 $67.60 $67.68 84,100
09/10/2026 $67.18 $67.90 $67.18 $67.70 57,600
08/10/2026 $66.83 $67.29 $66.45 $67.29 82,700
07/10/2026 $66.94 $67.30 $66.77 $66.89 96,400
06/10/2026 $68.66 $68.81 $67.45 $67.64 171,800
05/10/2026 $67.76 $68.51 $67.37 $68.15 75,600
02/10/2026 $67.65 $67.92 $67.45 $67.54 136,200