PSLIX
Principal SmallCap-Inst
$26.67
-0.10 (-0.37%)
Currency in USD / Last Updated: 4/19/2024
Category | Small Cap |
---|---|
Market Cap | 1502.385M |
52 Week High | 29.17 |
52 Week Low | 22.162 |
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Key Data
Symbol | PSLIX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 26.67 |
Price Yesterday | 26.77 |
Market Cap | 1,502.39 |
YTD Return | -1.55% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 29.17 |
---|---|
52 Week Low | 22.16 |
Market Cap | 1,502.39M |
Shares Outstanding | 56.33M |
Income Dividend Yield | 0.42% |
Long Term Dividend Yield | 1.96% |
Short Term Dividend Yield | 0.63% |
52 Week Yield (All) | 3.01% |
Returns Annualized
One Day | -61.10% |
---|---|
Five Days | -82.89% |
One Months | -43.46% |
Three Months | 1.82% |
Six Months | 32.81% |
Nine Months | -2.54% |
One Year | 7.96% |
Three Years | -1.68% |
Five Years | 7.26% |
Ten Years | 7.80% |
YTD | -5.05% |
Since Inception | 7.66% |
Returns Total
One Day | -0.37% |
---|---|
Five Days | -3.44% |
One Month | -4.85% |
Three Months | 0.45% |
Six Months | 15.10% |
Nine Months | -1.92% |
One Year | 7.95% |
Three Years | -4.95% |
Five Years | 41.87% |
Ten Years | 111.60% |
YTD | -1.55% |
Since Inception | 297.53% |
Yearly Returns
2024 | -1.55% |
---|---|
2023 | 15.74% |
2022 | -20.17% |
2021 | 19.95% |
2020 | 21.98% |
2019 | 27.54% |
2018 | -10.68% |
2017 | 12.94% |
2016 | 17.28% |
2015 | -0.03% |
Risk against SP-DA
Alpha | -18.93% |
---|---|
Beta | 1.34 |
Correlation | 85.44% |
Downside Deviation | 4.46% |
Coefficient of determination | 73.00% |
Standard Deviation | 5.34% |
Sharpe Ratio | -0.73 |
Sortino | -3.03 |
Treynor | 1.93 |
Ulcer Index | 6.81 |
Ulcer Performance Index | -1.99 |