PPQMX
Principal MidCap Growth III-R3
$9.63
0.08 (0.84%)
Currency in USD / Last Updated: 4/22/2024
Category | MidCap Growth |
---|---|
Market Cap | 1284.189M |
52 Week High | 10.45 |
52 Week Low | 7.986 |
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Key Data
Symbol | PPQMX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 9.63 |
Price Yesterday | 9.55 |
Market Cap | 1,284.19 |
YTD Return | -1.13% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0137 |
Overview
52 Week High | 10.45 |
---|---|
52 Week Low | 7.99 |
Market Cap | 1,284.19M |
Shares Outstanding | 133.35M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 8.45% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 8.45% |
Returns Annualized
One Day | 720.12% |
---|---|
Five Days | -58.64% |
One Months | -60.69% |
Three Months | -5.23% |
Six Months | 35.01% |
Nine Months | 2.28% |
One Year | 9.64% |
Three Years | -1.86% |
Five Years | 8.46% |
Ten Years | 8.85% |
YTD | -3.65% |
Since Inception | 9.14% |
Returns Total
One Day | 0.84% |
---|---|
Five Days | -1.73% |
One Month | -7.14% |
Three Months | -1.33% |
Six Months | 16.04% |
Nine Months | 1.70% |
One Year | 9.59% |
Three Years | -5.45% |
Five Years | 49.95% |
Ten Years | 133.17% |
YTD | -1.13% |
Since Inception | 515.34% |
Yearly Returns
2024 | -1.13% |
---|---|
2023 | 20.02% |
2022 | -27.17% |
2021 | 15.40% |
2020 | 35.72% |
2019 | 34.56% |
2018 | -4.96% |
2017 | 23.93% |
2016 | 3.96% |
2015 | -2.44% |
Risk against SP-DA
Alpha | -17.12% |
---|---|
Beta | 1.2 |
Correlation | 91.76% |
Downside Deviation | 3.82% |
Coefficient of determination | 84.20% |
Standard Deviation | 4.46% |
Sharpe Ratio | -0.88 |
Sortino | -3.56 |
Treynor | 3.54 |
Ulcer Index | 5.89 |
Ulcer Performance Index | -2.31 |