Summary
PSC
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 27.15% Volatility 22.42% Sharpe 0.63
Official loaded data — not a live quote.

Principal U.S. Small-Cap ETF

Symbol: PSC

Exchange: NASDAQ

Sector: Technology

Category: Small Blend

Inception date: 21/09/2016

Latest date: 03/06/2026

Current price: $65.59

Expense ratio: 0.38%

Assets under management
$2.0B
-0.97% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

3.79%

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

10.15%

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

13.56%

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

27.15%

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

37.17%

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

67.27%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.103%

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
03/06/2026 $66.24 $66.24 $65.32 $65.59 91,400
02/06/2026 $65.54 $66.35 $65.54 $66.22 245,200
01/06/2026 $65.72 $65.92 $64.97 $65.75 93,700
29/05/2026 $66.09 $66.10 $65.36 $66.06 114,900
28/05/2026 $65.37 $66.02 $65.19 $65.90 154,800
27/05/2026 $65.81 $66.10 $65.55 $65.76 110,400
26/05/2026 $65.23 $65.82 $64.88 $65.82 191,100
22/05/2026 $64.44 $64.59 $64.01 $64.51 69,500
21/05/2026 $63.40 $64.36 $63.03 $63.94 145,900
20/05/2026 $62.86 $63.93 $62.71 $63.91 129,000