PPSIX
Principal Spectrum Pref&Cap Sec Inc-Inst
$9.03
0.02 (0.22%)
Currency in USD / Last Updated: 5/7/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 6039.264M |
| 52 Week High | 9.03 |
| 52 Week Low | 7.898 |
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Key Data
| Symbol | PPSIX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 9.03 |
| Price Yesterday | 9.01 |
| Market Cap | 6,039.26 |
| YTD Return | 4.08% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 9.03 |
|---|---|
| 52 Week Low | 7.90 |
| Market Cap | 6,039.26M |
| Shares Outstanding | 668.80M |
| Income Dividend Yield | 5.23% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.23% |
Returns Annualized
| One Day | 74.94% |
|---|---|
| Five Days | 85.58% |
| One Months | 6.30% |
| Three Months | 11.02% |
| Six Months | 20.62% |
| Nine Months | 12.02% |
| One Year | 14.07% |
| Three Years | 0.15% |
| Five Years | 3.02% |
| Ten Years | 4.10% |
| YTD | 12.15% |
| Since Inception | 5.18% |
Returns Total
| One Day | 0.22% |
|---|---|
| Five Days | 1.23% |
| One Month | 0.53% |
| Three Months | 2.60% |
| Six Months | 9.65% |
| Nine Months | 8.87% |
| One Year | 14.06% |
| Three Years | 0.44% |
| Five Years | 16.01% |
| Ten Years | 49.33% |
| YTD | 4.08% |
| Since Inception | 181.22% |
Yearly Returns
| 2024 | 4.08% |
|---|---|
| 2023 | 6.45% |
| 2022 | -10.67% |
| 2021 | 3.03% |
| 2020 | 5.45% |
| 2019 | 16.43% |
| 2018 | -4.53% |
| 2017 | 10.50% |
| 2016 | 3.72% |
| 2015 | 5.05% |
Risk against SP-DA
| Alpha | 3.55% |
|---|---|
| Beta | 0.23 |
| Correlation | 89.51% |
| Downside Deviation | 1.36% |
| Coefficient of determination | 80.13% |
| Standard Deviation | 0.87% |
| Sharpe Ratio | -4.4 |
| Sortino | -9.84 |
| Treynor | 37.25 |
| Ulcer Index | 0.87 |
| Ulcer Performance Index | -15.25 |