PPSAX
Principal Spectrum Pref&Cap Sec Inc-A
$8.98
-0.01 (-0.16%)
Currency in USD / Last Updated: 4/25/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 6008.509M |
| 52 Week High | 9.094 |
| 52 Week Low | 7.988 |
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Key Data
| Symbol | PPSAX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 8.98 |
| Price Yesterday | 8.994 |
| Market Cap | 6,008.51 |
| YTD Return | 2.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0375 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 9.09 |
|---|---|
| 52 Week Low | 7.99 |
| Market Cap | 6,008.51M |
| Shares Outstanding | 669.10M |
| Income Dividend Yield | 5.02% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.02% |
Returns Annualized
| One Day | -32.50% |
|---|---|
| Five Days | 15.10% |
| One Months | -12.37% |
| Three Months | 3.55% |
| Six Months | 21.17% |
| Nine Months | 10.19% |
| One Year | 9.95% |
| Three Years | -0.54% |
| Five Years | 2.51% |
| Ten Years | 3.75% |
| YTD | 7.98% |
| Since Inception | 4.97% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 0.28% |
| One Month | -1.14% |
| Three Months | 0.88% |
| Six Months | 9.98% |
| Nine Months | 7.58% |
| One Year | 9.94% |
| Three Years | -1.60% |
| Five Years | 13.18% |
| Ten Years | 44.37% |
| YTD | 2.46% |
| Since Inception | 144.82% |
Yearly Returns
| 2024 | 2.46% |
|---|---|
| 2023 | 6.27% |
| 2022 | -10.99% |
| 2021 | 2.76% |
| 2020 | 5.24% |
| 2019 | 16.16% |
| 2018 | -4.75% |
| 2017 | 10.22% |
| 2016 | 3.38% |
| 2015 | 4.68% |
Risk against SP-DA
| Alpha | -0.21% |
|---|---|
| Beta | 0.23 |
| Correlation | 85.89% |
| Downside Deviation | 1.35% |
| Coefficient of determination | 73.77% |
| Standard Deviation | 0.92% |
| Sharpe Ratio | -5.02 |
| Sortino | -11.89 |
| Treynor | 19.67 |
| Ulcer Index | 1.01 |
| Ulcer Performance Index | -15.88 |