PPUPX
Principal LargeCap Growth I-R5
$17.20
0.29 (1.71%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Growth |
---|---|
Market Cap | 9843.423M |
52 Week High | 17.93 |
52 Week Low | 12.724 |
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Key Data
Symbol | PPUPX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 17.2 |
Price Yesterday | 16.91 |
Market Cap | 9,843.42 |
YTD Return | 6.70% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 17.93 |
---|---|
52 Week Low | 12.72 |
Market Cap | 9,843.42M |
Shares Outstanding | 572.29M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 5.96% |
Short Term Dividend Yield | 0.09% |
52 Week Yield (All) | 6.05% |
Returns Annualized
One Day | 7,191.78% |
---|---|
Five Days | -23.15% |
One Months | -37.65% |
Three Months | 15.00% |
Six Months | 52.31% |
Nine Months | 21.59% |
One Year | 32.09% |
Three Years | 3.23% |
Five Years | 12.71% |
Ten Years | 13.66% |
YTD | 23.33% |
Since Inception | 11.20% |
Returns Total
One Day | 1.71% |
---|---|
Five Days | -0.52% |
One Month | -3.86% |
Three Months | 3.55% |
Six Months | 23.18% |
Nine Months | 15.86% |
One Year | 32.05% |
Three Years | 9.96% |
Five Years | 81.68% |
Ten Years | 258.93% |
YTD | 6.70% |
Since Inception | 807.65% |
Yearly Returns
2024 | 6.70% |
---|---|
2023 | 40.23% |
2022 | -34.17% |
2021 | 21.54% |
2020 | 35.76% |
2019 | 34.68% |
2018 | 3.45% |
2017 | 33.45% |
2016 | 0.76% |
2015 | 7.89% |
Risk against SP-DA
Alpha | 2.66% |
---|---|
Beta | 1.25 |
Correlation | 97.24% |
Downside Deviation | 3.19% |
Coefficient of determination | 94.55% |
Standard Deviation | 4.41% |
Sharpe Ratio | 0.49 |
Sortino | 2.34 |
Treynor | 21.37 |
Ulcer Index | 3.17 |
Ulcer Performance Index | 2.36 |