PPUMX
Principal LargeCap Growth I-R3
$15.14
-0.02 (-0.13%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 9833.067M |
52 Week High | 15.8 |
52 Week Low | 11.252 |
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Key Data
Symbol | PPUMX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 15.14 |
Price Yesterday | 15.16 |
Market Cap | 9,833.07 |
YTD Return | 6.47% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0116 |
Overview
52 Week High | 15.80 |
---|---|
52 Week Low | 11.25 |
Market Cap | 9,833.07M |
Shares Outstanding | 649.48M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 6.77% |
Short Term Dividend Yield | 0.11% |
52 Week Yield (All) | 6.88% |
Returns Annualized
One Day | -28.32% |
---|---|
Five Days | 14.28% |
One Months | -37.34% |
Three Months | 13.15% |
Six Months | 48.57% |
Nine Months | 21.01% |
One Year | 31.65% |
Three Years | 2.88% |
Five Years | 12.39% |
Ten Years | 13.30% |
YTD | 22.16% |
Since Inception | 10.85% |
Returns Total
One Day | -0.13% |
---|---|
Five Days | 0.26% |
One Month | -3.99% |
Three Months | 3.13% |
Six Months | 21.67% |
Nine Months | 15.45% |
One Year | 31.62% |
Three Years | 8.86% |
Five Years | 79.17% |
Ten Years | 247.57% |
YTD | 6.47% |
Since Inception | 750.08% |
Yearly Returns
2024 | 6.47% |
---|---|
2023 | 39.78% |
2022 | -34.35% |
2021 | 21.17% |
2020 | 35.35% |
2019 | 34.26% |
2018 | 3.09% |
2017 | 33.05% |
2016 | 0.43% |
2015 | 7.58% |
Risk against SP-DA
Alpha | 2.31% |
---|---|
Beta | 1.25 |
Correlation | 97.29% |
Downside Deviation | 3.23% |
Coefficient of determination | 94.66% |
Standard Deviation | 4.41% |
Sharpe Ratio | 0.47 |
Sortino | 2.2 |
Treynor | 21.01 |
Ulcer Index | 3.21 |
Ulcer Performance Index | 2.22 |