PLVIX
Principal LargeCap Value III-Inst
$19.48
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Value |
---|---|
Market Cap | 3361.215M |
52 Week High | 19.48 |
52 Week Low | 15.71 |
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Key Data
Symbol | PLVIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 19.48 |
Price Yesterday | 19.48 |
Market Cap | 3,361.22 |
YTD Return | 8.22% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 19.48 |
---|---|
52 Week Low | 15.71 |
Market Cap | 3,361.22M |
Shares Outstanding | 172.55M |
Income Dividend Yield | 1.44% |
Long Term Dividend Yield | 1.32% |
Short Term Dividend Yield | 0.26% |
52 Week Yield (All) | 3.02% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 43.89% |
One Months | 67.43% |
Three Months | 38.65% |
Six Months | 39.95% |
Nine Months | 20.93% |
One Year | 20.88% |
Three Years | 8.35% |
Five Years | 10.69% |
Ten Years | 9.39% |
YTD | 38.65% |
Since Inception | 8.15% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.72% |
One Month | 4.17% |
Three Months | 8.22% |
Six Months | 17.97% |
Nine Months | 15.13% |
One Year | 20.58% |
Three Years | 27.04% |
Five Years | 65.97% |
Ten Years | 144.69% |
YTD | 8.22% |
Since Inception | 437.08% |
Yearly Returns
2024 | 8.22% |
---|---|
2023 | 9.97% |
2022 | -5.02% |
2021 | 24.35% |
2020 | 3.20% |
2019 | 26.46% |
2018 | -5.89% |
2017 | 16.86% |
2016 | 13.17% |
2015 | -1.86% |
Risk against SP-DA
Alpha | -6.76% |
---|---|
Beta | 0.87 |
Correlation | 93.43% |
Downside Deviation | 2.63% |
Coefficient of determination | 87.30% |
Standard Deviation | 3.14% |
Sharpe Ratio | -0.96 |
Sortino | -3.97 |
Treynor | 21.46 |
Ulcer Index | 3.23 |
Ulcer Performance Index | -3.23 |