PEDMX
Principal Edge MidCap-R6
$12.05
-0.02 (-0.17%)
Currency in USD / Last Updated: 4/18/2024
Category | MidCap |
---|---|
Market Cap | 74.254M |
52 Week High | 12.96 |
52 Week Low | 10.404 |
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Key Data
Symbol | PEDMX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 12.05 |
Price Yesterday | 12.07 |
Market Cap | 74.25 |
YTD Return | -3.52% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0067 |
Overview
52 Week High | 12.96 |
---|---|
52 Week Low | 10.40 |
Market Cap | 74.25M |
Shares Outstanding | 6.16M |
Income Dividend Yield | 1.39% |
Long Term Dividend Yield | 0.41% |
Short Term Dividend Yield | 0.13% |
52 Week Yield (All) | 1.93% |
Returns Annualized
One Day | -34.18% |
---|---|
Five Days | -84.89% |
One Months | -36.10% |
Three Months | -4.52% |
Six Months | 22.78% |
Nine Months | 2.96% |
One Year | 10.02% |
Three Years | 1.62% |
Five Years | 7.83% |
Ten Years | -999 |
YTD | -11.36% |
Since Inception | 8.71% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | -3.68% |
One Month | -3.83% |
Three Months | -1.15% |
Six Months | 10.70% |
Nine Months | 2.22% |
One Year | 10.01% |
Three Years | 4.94% |
Five Years | 45.65% |
Ten Years | -999 |
YTD | -3.52% |
Since Inception | 83.44% |
Yearly Returns
2024 | -3.52% |
---|---|
2023 | 18.25% |
2022 | -15.81% |
2021 | 21.56% |
2020 | 10.56% |
2019 | 34.09% |
2018 | -5.97% |
2017 | 12.71% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -14.31% |
---|---|
Beta | 1.1 |
Correlation | 88.13% |
Downside Deviation | 3.22% |
Coefficient of determination | 77.67% |
Standard Deviation | 4.26% |
Sharpe Ratio | -0.85 |
Sortino | -3.88 |
Treynor | 4.2 |
Ulcer Index | 4.29 |
Ulcer Performance Index | -2.92 |