PMBMX
Principal MidCap-R3
$37.17
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
Category | MidCap Growth |
---|---|
Market Cap | 23243.738M |
52 Week High | 39.16 |
52 Week Low | 29.228 |
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Key Data
Symbol | PMBMX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 37.17 |
Price Yesterday | 37.17 |
Market Cap | 23,243.74 |
YTD Return | 5.21% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0115 |
Overview
52 Week High | 39.16 |
---|---|
52 Week Low | 29.23 |
Market Cap | 23,243.74M |
Shares Outstanding | 625.34M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 2.55% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.55% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 221.26% |
One Months | -38.32% |
Three Months | 16.23% |
Six Months | 59.10% |
Nine Months | 16.22% |
One Year | 26.32% |
Three Years | 4.61% |
Five Years | 10.95% |
Ten Years | 11.82% |
YTD | 17.13% |
Since Inception | 11.54% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 2.34% |
One Month | -4.13% |
Three Months | 3.83% |
Six Months | 25.87% |
Nine Months | 11.99% |
One Year | 26.29% |
Three Years | 14.47% |
Five Years | 67.95% |
Ten Years | 204.95% |
YTD | 5.21% |
Since Inception | 867.97% |
Yearly Returns
2024 | 5.21% |
---|---|
2023 | 25.30% |
2022 | -23.55% |
2021 | 24.73% |
2020 | 17.70% |
2019 | 42.24% |
2018 | -7.11% |
2017 | 24.73% |
2016 | 9.69% |
2015 | 0.96% |
Risk against SP-DA
Alpha | -4.27% |
---|---|
Beta | 1.13 |
Correlation | 97.23% |
Downside Deviation | 3.46% |
Coefficient of determination | 94.54% |
Standard Deviation | 3.95% |
Sharpe Ratio | -0.1 |
Sortino | -0.41 |
Treynor | 18.57 |
Ulcer Index | 3.69 |
Ulcer Performance Index | -0.39 |