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PMSBX

Principal MidCap-R1

$35.71 0.30 (0.85%)
Currency in USD / Last Updated: 3/27/2024
Category MidCap Growth
Market Cap 24330.079M
52 Week High 35.73
52 Week Low 26.175
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Key Data
Symbol PMSBX
Type Mutual Fund
Category MidCap Growth
Price 35.71
Price Yesterday 35.41
Market Cap 24,330.08
YTD Return 10.59%
Expense Details
Deferred 0
12b-1 0.0035
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0146
Overview
52 Week High 35.73
52 Week Low 26.18
Market Cap 24,330.08M
Shares Outstanding 681.32M
Income Dividend Yield 0.00%
Long Term Dividend Yield 2.65%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.65%
Returns Annualized
One Day 739.90%
Five Days 50.89%
One Months 72.22%
Three Months 50.05%
Six Months 59.77%
Nine Months 30.90%
One Year 36.47%
Three Years 8.02%
Five Years 13.21%
Ten Years 12.01%
YTD 52.69%
Since Inception 11.40%
Returns Total
One Day 0.85%
Five Days 0.82%
One Month 4.63%
Three Months 10.49%
Six Months 26.13%
Nine Months 22.36%
One Year 36.43%
Three Years 25.97%
Five Years 85.74%
Ten Years 210.23%
YTD 10.59%
Since Inception 567.23%
Yearly Returns
2024 10.59%
2023 24.89%
2022 -23.78%
2021 24.32%
2020 17.35%
2019 41.79%
2018 -7.42%
2017 24.41%
2016 9.37%
2015 0.60%
Risk against SP-DA
Alpha -1.43%
Beta 1.13
Correlation 97.43%
Downside Deviation 3.30%
Coefficient of determination 94.92%
Standard Deviation 3.90%
Sharpe Ratio 0.18
Sortino 0.72
Treynor 27.56
Ulcer Index 3.48
Ulcer Performance Index 0.68

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