PCBIX
Principal MidCap-Inst
$42.50
0.06 (0.14%)
Currency in USD / Last Updated: 3/28/2024
Category | MidCap Growth |
---|---|
Market Cap | 24373.368M |
52 Week High | 42.5 |
52 Week Low | 30.955 |
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Key Data
Symbol | PCBIX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 42.5 |
Price Yesterday | 42.44 |
Market Cap | 24,373.37 |
YTD Return | 10.97% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0067 |
Overview
52 Week High | 42.50 |
---|---|
52 Week Low | 30.96 |
Market Cap | 24,373.37M |
Shares Outstanding | 573.49M |
Income Dividend Yield | 0.03% |
Long Term Dividend Yield | 2.23% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.26% |
Returns Annualized
One Day | 42.82% |
---|---|
Five Days | 4.87% |
One Months | 60.27% |
Three Months | 53.77% |
Six Months | 63.72% |
Nine Months | 28.81% |
One Year | 32.78% |
Three Years | 9.17% |
Five Years | 13.80% |
Ten Years | 12.74% |
YTD | 53.77% |
Since Inception | 11.96% |
Returns Total
One Day | 0.14% |
---|---|
Five Days | 0.09% |
One Month | 3.81% |
Three Months | 10.97% |
Six Months | 27.42% |
Nine Months | 20.65% |
One Year | 32.30% |
Three Years | 29.93% |
Five Years | 90.51% |
Ten Years | 230.64% |
YTD | 10.97% |
Since Inception | 720.94% |
Yearly Returns
2024 | 10.97% |
---|---|
2023 | 25.87% |
2022 | -23.18% |
2021 | 25.32% |
2020 | 18.26% |
2019 | 42.91% |
2018 | -6.69% |
2017 | 25.32% |
2016 | 10.25% |
2015 | 1.47% |
Risk against SP-DA
Alpha | -0.92% |
---|---|
Beta | 1.13 |
Correlation | 97.30% |
Downside Deviation | 3.25% |
Coefficient of determination | 94.68% |
Standard Deviation | 3.90% |
Sharpe Ratio | 0.21 |
Sortino | 0.89 |
Treynor | 28.37 |
Ulcer Index | 3.41 |
Ulcer Performance Index | 0.84 |