PEIIX
Principal Equity Income-Inst
$39.14
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
Category | Large Cap Value |
---|---|
Market Cap | 8599.762M |
52 Week High | 40.39 |
52 Week Low | 32.08 |
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Key Data
Symbol | PEIIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 39.14 |
Price Yesterday | 39.14 |
Market Cap | 8,599.76 |
YTD Return | 4.66% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0052 |
Overview
52 Week High | 40.39 |
---|---|
52 Week Low | 32.08 |
Market Cap | 8,599.76M |
Shares Outstanding | 219.72M |
Income Dividend Yield | 2.15% |
Long Term Dividend Yield | 0.68% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.83% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 135.84% |
One Months | -13.29% |
Three Months | 16.63% |
Six Months | 44.88% |
Nine Months | 10.52% |
One Year | 16.51% |
Three Years | 4.37% |
Five Years | 8.76% |
Ten Years | 9.32% |
YTD | 15.24% |
Since Inception | 9.15% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 1.72% |
One Month | -1.24% |
Three Months | 3.92% |
Six Months | 20.17% |
Nine Months | 7.83% |
One Year | 16.49% |
Three Years | 13.68% |
Five Years | 52.08% |
Ten Years | 143.35% |
YTD | 4.66% |
Since Inception | 694.72% |
Yearly Returns
2024 | 4.66% |
---|---|
2023 | 11.12% |
2022 | -10.51% |
2021 | 22.33% |
2020 | 6.54% |
2019 | 28.96% |
2018 | -5.06% |
2017 | 21.03% |
2016 | 15.58% |
2015 | -3.87% |
Risk against SP-DA
Alpha | -8.65% |
---|---|
Beta | 0.88 |
Correlation | 91.05% |
Downside Deviation | 3.02% |
Coefficient of determination | 82.90% |
Standard Deviation | 3.31% |
Sharpe Ratio | -0.98 |
Sortino | -3.72 |
Treynor | 12.58 |
Ulcer Index | 3.9 |
Ulcer Performance Index | -2.88 |