PSIQX
Principal Short-Term Income-R5
$11.77
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
Category | Short Term Bond |
---|---|
Market Cap | 2856.897M |
52 Week High | 11.86 |
52 Week Low | 11.27 |
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Key Data
Symbol | PSIQX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 11.77 |
Price Yesterday | 11.77 |
Market Cap | 2,856.90 |
YTD Return | 0.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0063 |
Overview
52 Week High | 11.86 |
---|---|
52 Week Low | 11.27 |
Market Cap | 2,856.90M |
Shares Outstanding | 242.73M |
Income Dividend Yield | 3.09% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.09% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -4.19% |
One Months | -5.30% |
Three Months | 0.58% |
Six Months | 6.79% |
Nine Months | 4.76% |
One Year | 3.78% |
Three Years | 0.42% |
Five Years | 1.46% |
Ten Years | 1.52% |
YTD | 0.45% |
Since Inception | 1.77% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.08% |
One Month | -0.47% |
Three Months | 0.14% |
Six Months | 3.31% |
Nine Months | 3.56% |
One Year | 3.77% |
Three Years | 1.26% |
Five Years | 7.49% |
Ten Years | 16.20% |
YTD | 0.14% |
Since Inception | 27.37% |
Yearly Returns
2024 | 0.14% |
---|---|
2023 | 5.84% |
2022 | -4.04% |
2021 | -0.87% |
2020 | 3.76% |
2019 | 4.39% |
2018 | 0.98% |
2017 | 1.81% |
2016 | 2.18% |
2015 | 0.52% |
Risk against SP-DA
Alpha | -4.57% |
---|---|
Beta | 0.13 |
Correlation | 66.92% |
Downside Deviation | 0.31% |
Coefficient of determination | 44.79% |
Standard Deviation | 0.68% |
Sharpe Ratio | -10.24 |
Sortino | -78 |
Treynor | -12.07 |
Ulcer Index | 0.42 |
Ulcer Performance Index | -57.17 |