PIREX
Principal Real Estate Securities-Inst
$25.01
-0.36 (-1.42%)
Currency in USD / Last Updated: 4/16/2024
Category | Real Estate |
---|---|
Market Cap | 5483.843M |
52 Week High | 27.966 |
52 Week Low | 22.552 |
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Key Data
Symbol | PIREX |
---|---|
Type | Mutual Fund |
Category | Real Estate |
Price | 25.01 |
Price Yesterday | 25.37 |
Market Cap | 5,483.84 |
YTD Return | -9.48% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0086 |
Overview
52 Week High | 27.97 |
---|---|
52 Week Low | 22.55 |
Market Cap | 5,483.84M |
Shares Outstanding | 219.27M |
Income Dividend Yield | 3.03% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.03% |
Returns Annualized
One Day | -97.28% |
---|---|
Five Days | -97.90% |
One Months | -51.52% |
Three Months | -29.28% |
Six Months | 6.58% |
Nine Months | -6.88% |
One Year | 1.65% |
Three Years | -1.48% |
Five Years | 3.21% |
Ten Years | 6.31% |
YTD | -29.11% |
Since Inception | 8.66% |
Returns Total
One Day | -1.42% |
---|---|
Five Days | -7.37% |
One Month | -5.85% |
Three Months | -8.29% |
Six Months | 3.21% |
Nine Months | -5.23% |
One Year | 1.65% |
Three Years | -4.37% |
Five Years | 17.04% |
Ten Years | 84.09% |
YTD | -9.48% |
Since Inception | 444.76% |
Yearly Returns
2024 | -9.48% |
---|---|
2023 | 13.33% |
2022 | -25.20% |
2021 | 39.64% |
2020 | -3.23% |
2019 | 31.13% |
2018 | -4.31% |
2017 | 9.03% |
2016 | 5.93% |
2015 | 4.22% |
Risk against SP-DA
Alpha | -21.54% |
---|---|
Beta | 0.96 |
Correlation | 61.16% |
Downside Deviation | 3.94% |
Coefficient of determination | 37.41% |
Standard Deviation | 5.30% |
Sharpe Ratio | -1.22 |
Sortino | -5.68 |
Treynor | -3.9 |
Ulcer Index | 6.02 |
Ulcer Performance Index | -3.72 |