See what your fund actually adds
Principal SmallCap S&P 600 Index Fund Class J PSSJX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | PSSJX | Replication |
|---|---|---|
| Annualized growth | 5.5% | 5.9% |
| Annualized volatility | 20.0% | 20.0% |
| Sharpe ratio | 0.37 | 0.39 |
| Maximum drawdown | 26.6% | 26.4% |
| Replication fit (R²) | 1.00 · Tracking error 0.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model PSSJX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJR | US Small Cap | 100.0% |