PCWIX
Principal SAM Conservative Growth-Inst
$18.02
0.01 (0.06%)
Currency in USD / Last Updated: 4/24/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 3073.023M |
| 52 Week High | 18.53 |
| 52 Week Low | 14.965 |
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Key Data
| Symbol | PCWIX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 18.02 |
| Price Yesterday | 18.01 |
| Market Cap | 3,073.02 |
| YTD Return | 4.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0084 |
Overview
| 52 Week High | 18.53 |
|---|---|
| 52 Week Low | 14.97 |
| Market Cap | 3,073.02M |
| Shares Outstanding | 170.53M |
| Income Dividend Yield | 1.51% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.51% |
Returns Annualized
| One Day | 15.03% |
|---|---|
| Five Days | 91.18% |
| One Months | -22.74% |
| Three Months | 16.11% |
| Six Months | 39.14% |
| Nine Months | 13.03% |
| One Year | 17.42% |
| Three Years | 3.20% |
| Five Years | 8.26% |
| Ten Years | 7.72% |
| YTD | 14.75% |
| Since Inception | 6.80% |
Returns Total
| One Day | 0.06% |
|---|---|
| Five Days | 1.29% |
| One Month | -2.22% |
| Three Months | 3.80% |
| Six Months | 17.79% |
| Nine Months | 9.66% |
| One Year | 17.40% |
| Three Years | 9.87% |
| Five Years | 48.58% |
| Ten Years | 110.00% |
| YTD | 4.40% |
| Since Inception | 210.53% |
Yearly Returns
| 2024 | 4.40% |
|---|---|
| 2023 | 19.34% |
| 2022 | -17.84% |
| 2021 | 17.63% |
| 2020 | 12.86% |
| 2019 | 23.93% |
| 2018 | -6.70% |
| 2017 | 19.68% |
| 2016 | 6.91% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -3.56% |
|---|---|
| Beta | 0.81 |
| Correlation | 97.91% |
| Downside Deviation | 2.65% |
| Coefficient of determination | 95.86% |
| Standard Deviation | 2.85% |
| Sharpe Ratio | -0.72 |
| Sortino | -2.69 |
| Treynor | 14.79 |
| Ulcer Index | 2.77 |
| Ulcer Performance Index | -2.57 |