PLGAX
Principal LargeCap Growth I-A
$17.10
-0.08 (-0.47%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 9763.553M |
52 Week High | 17.97 |
52 Week Low | 12.773 |
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Key Data
Symbol | PLGAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 17.1 |
Price Yesterday | 17.18 |
Market Cap | 9,763.55 |
YTD Return | 5.82% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0096 |
Overview
52 Week High | 17.97 |
---|---|
52 Week Low | 12.77 |
Market Cap | 9,763.55M |
Shares Outstanding | 570.97M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 5.99% |
Short Term Dividend Yield | 0.09% |
52 Week Yield (All) | 6.09% |
Returns Annualized
One Day | -69.19% |
---|---|
Five Days | -88.85% |
One Months | -29.99% |
Three Months | 18.80% |
Six Months | 44.35% |
Nine Months | 16.98% |
One Year | 31.12% |
Three Years | 3.02% |
Five Years | 12.68% |
Ten Years | 13.37% |
YTD | 20.94% |
Since Inception | 14.23% |
Returns Total
One Day | -0.47% |
---|---|
Five Days | -4.26% |
One Month | -3.06% |
Three Months | 4.40% |
Six Months | 19.95% |
Nine Months | 12.54% |
One Year | 31.08% |
Three Years | 9.31% |
Five Years | 81.39% |
Ten Years | 249.84% |
YTD | 5.82% |
Since Inception | 338.24% |
Yearly Returns
2024 | 5.82% |
---|---|
2023 | 40.11% |
2022 | -34.26% |
2021 | 21.37% |
2020 | 35.52% |
2019 | 34.43% |
2018 | 3.27% |
2017 | 33.10% |
2016 | 0.40% |
2015 | 7.46% |
Risk against SP-DA
Alpha | 4.38% |
---|---|
Beta | 1.25 |
Correlation | 97.11% |
Downside Deviation | 3.08% |
Coefficient of determination | 94.31% |
Standard Deviation | 4.36% |
Sharpe Ratio | 0.57 |
Sortino | 2.79 |
Treynor | 20.67 |
Ulcer Index | 3.11 |
Ulcer Performance Index | 2.76 |