PEDGX
Principal Edge MidCap-Inst
$12.12
0.08 (0.66%)
Currency in USD / Last Updated: 4/22/2024
Category | MidCap |
---|---|
Market Cap | 75.116M |
52 Week High | 12.89 |
52 Week Low | 10.354 |
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Key Data
Symbol | PEDGX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 12.12 |
Price Yesterday | 12.04 |
Market Cap | 75.12 |
YTD Return | -2.49% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0077 |
Overview
52 Week High | 12.89 |
---|---|
52 Week Low | 10.35 |
Market Cap | 75.12M |
Shares Outstanding | 6.20M |
Income Dividend Yield | 1.29% |
Long Term Dividend Yield | 0.41% |
Short Term Dividend Yield | 0.13% |
52 Week Yield (All) | 1.82% |
Returns Annualized
One Day | 431.50% |
---|---|
Five Days | -7.98% |
One Months | -45.09% |
Three Months | -8.15% |
Six Months | 31.55% |
Nine Months | 3.88% |
One Year | 10.61% |
Three Years | 1.89% |
Five Years | 8.08% |
Ten Years | -999 |
YTD | -7.94% |
Since Inception | 10.58% |
Returns Total
One Day | 0.66% |
---|---|
Five Days | -0.16% |
One Month | -4.64% |
Three Months | -2.10% |
Six Months | 14.56% |
Nine Months | 2.89% |
One Year | 10.55% |
Three Years | 5.77% |
Five Years | 47.37% |
Ten Years | -999 |
YTD | -2.49% |
Since Inception | 135.94% |
Yearly Returns
2024 | -2.49% |
---|---|
2023 | 18.14% |
2022 | -15.89% |
2021 | 21.42% |
2020 | 10.44% |
2019 | 33.87% |
2018 | -5.99% |
2017 | 14.00% |
2016 | 24.44% |
2015 | 1.71% |
Risk against SP-DA
Alpha | -13.17% |
---|---|
Beta | 1.03 |
Correlation | 82.18% |
Downside Deviation | 3.26% |
Coefficient of determination | 67.54% |
Standard Deviation | 4.29% |
Sharpe Ratio | -0.85 |
Sortino | -3.88 |
Treynor | 5.06 |
Ulcer Index | 4.33 |
Ulcer Performance Index | -2.92 |