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 |