MPSIX
Principal MidCap S&P400 IxFd-Inst
$24.12
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | MidCap |
---|---|
Market Cap | 1545.663M |
52 Week High | 24.12 |
52 Week Low | 18.375 |
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Key Data
Symbol | MPSIX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 24.12 |
Price Yesterday | 24.12 |
Market Cap | 1,545.66 |
YTD Return | 9.44% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0023 |
Overview
52 Week High | 24.12 |
---|---|
52 Week Low | 18.38 |
Market Cap | 1,545.66M |
Shares Outstanding | 64.08M |
Income Dividend Yield | 1.19% |
Long Term Dividend Yield | 2.11% |
Short Term Dividend Yield | 0.06% |
52 Week Yield (All) | 3.37% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 45.92% |
One Months | 88.26% |
Three Months | 45.20% |
Six Months | 50.11% |
Nine Months | 23.46% |
One Year | 22.84% |
Three Years | 6.61% |
Five Years | 11.41% |
Ten Years | 9.72% |
YTD | 45.20% |
Since Inception | 9.05% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.75% |
One Month | 5.14% |
Three Months | 9.44% |
Six Months | 22.10% |
Nine Months | 16.91% |
One Year | 22.52% |
Three Years | 21.06% |
Five Years | 71.39% |
Ten Years | 152.14% |
YTD | 9.44% |
Since Inception | 331.87% |
Yearly Returns
2024 | 9.44% |
---|---|
2023 | 16.17% |
2022 | -13.22% |
2021 | 24.38% |
2020 | 13.43% |
2019 | 26.02% |
2018 | -11.32% |
2017 | 15.95% |
2016 | 20.42% |
2015 | -2.37% |
Risk against SP-DA
Alpha | -14.62% |
---|---|
Beta | 1.23 |
Correlation | 89.62% |
Downside Deviation | 3.68% |
Coefficient of determination | 80.31% |
Standard Deviation | 4.61% |
Sharpe Ratio | -0.49 |
Sortino | -2.14 |
Treynor | 17.31 |
Ulcer Index | 4.78 |
Ulcer Performance Index | -1.65 |