PGRTX
Principal SmallCap Growth I-Inst
$15.14
0.06 (0.40%)
Currency in USD / Last Updated: 3/28/2024
Category | Small Cap Growth |
---|---|
Market Cap | 2547.093M |
52 Week High | 15.14 |
52 Week Low | 11.48 |
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Key Data
Symbol | PGRTX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 15.14 |
Price Yesterday | 15.08 |
Market Cap | 2,547.09 |
YTD Return | 7.38% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0096 |
Overview
52 Week High | 15.14 |
---|---|
52 Week Low | 11.48 |
Market Cap | 2,547.09M |
Shares Outstanding | 168.24M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | 172.28% |
---|---|
Five Days | 54.51% |
One Months | 27.63% |
Three Months | 34.22% |
Six Months | 44.13% |
Nine Months | 14.43% |
One Year | 17.70% |
Three Years | -2.33% |
Five Years | 8.44% |
Ten Years | 9.29% |
YTD | 34.22% |
Since Inception | 11.27% |
Returns Total
One Day | 0.40% |
---|---|
Five Days | 0.87% |
One Month | 1.95% |
Three Months | 7.38% |
Six Months | 19.68% |
Nine Months | 10.51% |
One Year | 17.46% |
Three Years | -6.80% |
Five Years | 49.78% |
Ten Years | 142.63% |
YTD | 7.38% |
Since Inception | 889.54% |
Yearly Returns
2024 | 7.38% |
---|---|
2023 | 16.43% |
2022 | -28.55% |
2021 | 7.24% |
2020 | 42.05% |
2019 | 33.60% |
2018 | -5.42% |
2017 | 26.31% |
2016 | 9.26% |
2015 | 1.19% |
Risk against SP-DA
Alpha | -22.53% |
---|---|
Beta | 1.31 |
Correlation | 86.27% |
Downside Deviation | 4.56% |
Coefficient of determination | 74.43% |
Standard Deviation | 5.11% |
Sharpe Ratio | -0.76 |
Sortino | -2.94 |
Treynor | 12.02 |
Ulcer Index | 6.65 |
Ulcer Performance Index | -2.02 |