PGWIX
Principal MidCap Growth-Inst
$9.87
-0.03 (-0.30%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap Growth |
---|---|
Market Cap | 219.483M |
52 Week High | 10.46 |
52 Week Low | 8.06 |
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Key Data
Symbol | PGWIX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 9.87 |
Price Yesterday | 9.9 |
Market Cap | 219.48 |
YTD Return | 3.35% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0076 |
Overview
52 Week High | 10.46 |
---|---|
52 Week Low | 8.06 |
Market Cap | 219.48M |
Shares Outstanding | 22.24M |
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 | -53.49% |
---|---|
Five Days | 85.36% |
One Months | -43.88% |
Three Months | 9.90% |
Six Months | 46.08% |
Nine Months | 0.81% |
One Year | 11.79% |
Three Years | -5.91% |
Five Years | 9.10% |
Ten Years | 10.62% |
YTD | 10.95% |
Since Inception | 8.04% |
Returns Total
One Day | -0.30% |
---|---|
Five Days | 1.23% |
One Month | -4.91% |
Three Months | 2.39% |
Six Months | 20.66% |
Nine Months | 0.61% |
One Year | 11.78% |
Three Years | -16.69% |
Five Years | 54.44% |
Ten Years | 173.86% |
YTD | 3.35% |
Since Inception | 315.93% |
Yearly Returns
2024 | 3.35% |
---|---|
2023 | 13.83% |
2022 | -32.28% |
2021 | 14.72% |
2020 | 61.15% |
2019 | 31.51% |
2018 | -9.00% |
2017 | 29.03% |
2016 | 3.11% |
2015 | 2.23% |
Risk against SP-DA
Alpha | -21.46% |
---|---|
Beta | 1.35 |
Correlation | 93.47% |
Downside Deviation | 4.66% |
Coefficient of determination | 87.36% |
Standard Deviation | 4.93% |
Sharpe Ratio | -0.83 |
Sortino | -3.04 |
Treynor | 4.73 |
Ulcer Index | 7.46 |
Ulcer Performance Index | -1.9 |