PPIMX
Principal MidCap Growth III-Inst
$11.79
0.02 (0.17%)
Currency in USD / Last Updated: 5/10/2024
Category | MidCap Growth |
---|---|
Market Cap | 1296.535M |
52 Week High | 12.35 |
52 Week Low | 9.416 |
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Key Data
Symbol | PPIMX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 11.79 |
Price Yesterday | 11.77 |
Market Cap | 1,296.54 |
YTD Return | 2.61% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.008 |
Overview
52 Week High | 12.35 |
---|---|
52 Week Low | 9.42 |
Market Cap | 1,296.54M |
Shares Outstanding | 109.97M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 6.90% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.90% |
Returns Annualized
One Day | 53.46% |
---|---|
Five Days | 99.24% |
One Months | -15.14% |
Three Months | -2.01% |
Six Months | 39.68% |
Nine Months | 13.91% |
One Year | 16.04% |
Three Years | 1.24% |
Five Years | 9.71% |
Ten Years | 10.10% |
YTD | 7.41% |
Since Inception | 8.37% |
Returns Total
One Day | 0.17% |
---|---|
Five Days | 1.38% |
One Month | -1.42% |
Three Months | -0.51% |
Six Months | 17.85% |
Nine Months | 10.25% |
One Year | 16.02% |
Three Years | 3.78% |
Five Years | 58.79% |
Ten Years | 161.19% |
YTD | 2.61% |
Since Inception | 334.09% |
Yearly Returns
2024 | 2.61% |
---|---|
2023 | 20.59% |
2022 | -26.73% |
2021 | 16.10% |
2020 | 36.45% |
2019 | 35.40% |
2018 | -4.44% |
2017 | 24.58% |
2016 | 4.51% |
2015 | -1.77% |
Risk against SP-DA
Alpha | -15.35% |
---|---|
Beta | 1.14 |
Correlation | 86.53% |
Downside Deviation | 3.94% |
Coefficient of determination | 74.87% |
Standard Deviation | 4.41% |
Sharpe Ratio | -0.8 |
Sortino | -3.1 |
Treynor | 9.37 |
Ulcer Index | 5.93 |
Ulcer Performance Index | -2.06 |