(PSC) Principal U.S. Small-Cap - Ratings and Ratios
Equities, Small-Cap, U.S., Russell-2000
Dividends
| Dividend Yield | 0.65% |
| Yield on Cost 5y | 1.15% |
| Yield CAGR 5y | -4.17% |
| Payout Consistency | 94.3% |
| Payout Ratio | - |
| Risk via 10d forecast | |
|---|---|
| Volatility | 18.8% |
| Value at Risk 5%th | 30.0% |
| Relative Tail Risk | -3.05% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.28 |
| Alpha | -5.71 |
| CAGR/Max DD | 0.68 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.438 |
| Beta | 0.982 |
| Beta Downside | 0.953 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.49% |
| Mean DD | 5.23% |
| Median DD | 4.21% |
Description: PSC Principal U.S. Small-Cap December 01, 2025
The Principal U.S. Small-Cap Multi-Factor ETF (NASDAQ: PSC) commits at least 80 % of its net assets-and any investment-purpose borrowings-to equity securities of U.S. companies whose market capitalizations fall within the Russell 2000 universe, i.e., the traditional small-cap segment.
Key quantitative points to note (as of the latest filing): the fund’s expense ratio is 0.45 %, its weighted-average market capitalization hovers around $1.2 billion, and it employs a multi-factor model that tilts toward value, quality, and low-volatility characteristics. Recent data show a year-to-date return of roughly 6 % versus a 4 % return for the broader Russell 2000, reflecting the premium that factor tilts can capture when the U.S. economy is in the early-stage expansion phase. The primary macro drivers for this segment are domestic GDP growth, consumer discretionary spending, and the Federal Reserve’s policy stance on short-term rates, which directly affect the cost of capital for smaller firms.
For a deeper, data-driven look at PSC’s factor exposures and risk metrics, you may find ValueRay’s analytical tools useful for extending your due-diligence.
What is the price of PSC shares?
Over the past week, the price has changed by +1.88%, over one month by +3.58%, over three months by +5.02% and over the past year by +9.54%.
Is PSC a buy, sell or hold?
What are the forecasts/targets for the PSC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 65.5 | 10.7% |
PSC Fundamental Data Overview December 03, 2025
Beta = 1.22
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.48b USD (1.48b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.48b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.48b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.63% (E(1.48b)/V(1.48b) * Re(9.63%) + (debt-free company))
Discount Rate = 9.63% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for PSC ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle