PSMIX
Principal Global Multi-Strategy-Inst
$10.87
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Multistrategy |
---|---|
Market Cap | 410.638M |
52 Week High | 10.98 |
52 Week Low | 9.836 |
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Key Data
Symbol | PSMIX |
---|---|
Type | Mutual Fund |
Category | Multistrategy |
Price | 10.87 |
Price Yesterday | 10.87 |
Market Cap | 410.64 |
YTD Return | 4.62% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.017 |
Overview
52 Week High | 10.98 |
---|---|
52 Week Low | 9.84 |
Market Cap | 410.64M |
Shares Outstanding | 37.78M |
Income Dividend Yield | 3.35% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.35% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 9.74% |
One Months | -5.13% |
Three Months | 14.87% |
Six Months | 15.84% |
Nine Months | 9.47% |
One Year | 9.99% |
Three Years | 3.90% |
Five Years | 4.77% |
Ten Years | 3.58% |
YTD | 15.51% |
Since Inception | 3.77% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.18% |
One Month | -0.46% |
Three Months | 3.52% |
Six Months | 7.56% |
Nine Months | 7.05% |
One Year | 9.98% |
Three Years | 12.12% |
Five Years | 26.19% |
Ten Years | 42.04% |
YTD | 4.62% |
Since Inception | 58.64% |
Yearly Returns
2024 | 4.62% |
---|---|
2023 | 6.58% |
2022 | -1.78% |
2021 | 5.63% |
2020 | 5.11% |
2019 | 8.18% |
2018 | -4.33% |
2017 | 6.59% |
2016 | 3.28% |
2015 | -0.65% |
Risk against SP-DA
Alpha | 0.56% |
---|---|
Beta | 0.21 |
Correlation | 85.55% |
Downside Deviation | 0.71% |
Coefficient of determination | 73.18% |
Standard Deviation | 0.85% |
Sharpe Ratio | -4.97 |
Sortino | -20.51 |
Treynor | 21.83 |
Ulcer Index | 0.54 |
Ulcer Performance Index | -26.81 |