PCAOX
Principal Capital Appreciation-R3
$71.51
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
Category | Large Cap |
---|---|
Market Cap | 4230.646M |
52 Week High | 74.33 |
52 Week Low | 55.826 |
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Key Data
Symbol | PCAOX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 71.51 |
Price Yesterday | 71.51 |
Market Cap | 4,230.65 |
YTD Return | 7.65% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0101 |
Overview
52 Week High | 74.33 |
---|---|
52 Week Low | 55.83 |
Market Cap | 4,230.65M |
Shares Outstanding | 59.16M |
Income Dividend Yield | 0.52% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.52% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 133.17% |
One Months | -30.01% |
Three Months | 19.14% |
Six Months | 56.82% |
Nine Months | 19.61% |
One Year | 28.13% |
Three Years | 8.93% |
Five Years | 13.45% |
Ten Years | 12.17% |
YTD | 25.79% |
Since Inception | 12.78% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 1.69% |
One Month | -3.06% |
Three Months | 4.47% |
Six Months | 24.98% |
Nine Months | 14.44% |
One Year | 28.09% |
Three Years | 29.24% |
Five Years | 87.73% |
Ten Years | 214.73% |
YTD | 7.65% |
Since Inception | 446.46% |
Yearly Returns
2024 | 7.65% |
---|---|
2023 | 24.73% |
2022 | -16.57% |
2021 | 27.27% |
2020 | 18.11% |
2019 | 31.91% |
2018 | -3.73% |
2017 | 20.42% |
2016 | 8.63% |
2015 | 1.86% |
Risk against SP-DA
Alpha | 0.88% |
---|---|
Beta | 0.98 |
Correlation | 99.56% |
Downside Deviation | 2.59% |
Coefficient of determination | 99.12% |
Standard Deviation | 3.35% |
Sharpe Ratio | 0.03 |
Sortino | 0.15 |
Treynor | 23.26 |
Ulcer Index | 2.74 |
Ulcer Performance Index | 0.14 |