PSWIX
Principal SAM Strategic Growth-Inst
$20.38
-0.08 (-0.39%)
Currency in USD / Last Updated: 4/19/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2118.44M |
| 52 Week High | 21.42 |
| 52 Week Low | 16.941 |
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Key Data
| Symbol | PSWIX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 20.38 |
| Price Yesterday | 20.46 |
| Market Cap | 2,118.44 |
| YTD Return | 3.19% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 21.42 |
|---|---|
| 52 Week Low | 16.94 |
| Market Cap | 2,118.44M |
| Shares Outstanding | 103.95M |
| Income Dividend Yield | 1.16% |
| Long Term Dividend Yield | 0.31% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.47% |
Returns Annualized
| One Day | -62.78% |
|---|---|
| Five Days | -69.10% |
| One Months | -32.47% |
| Three Months | 11.80% |
| Six Months | 35.79% |
| Nine Months | 11.28% |
| One Year | 17.31% |
| Three Years | 3.55% |
| Five Years | 9.41% |
| Ten Years | 8.48% |
| YTD | 10.98% |
| Since Inception | 6.58% |
Returns Total
| One Day | -0.39% |
|---|---|
| Five Days | -2.30% |
| One Month | -3.37% |
| Three Months | 2.83% |
| Six Months | 16.37% |
| Nine Months | 8.39% |
| One Year | 17.29% |
| Three Years | 11.02% |
| Five Years | 56.64% |
| Ten Years | 125.42% |
| YTD | 3.19% |
| Since Inception | 199.71% |
Yearly Returns
| 2024 | 3.19% |
|---|---|
| 2023 | 21.82% |
| 2022 | -18.83% |
| 2021 | 19.79% |
| 2020 | 15.48% |
| 2019 | 27.33% |
| 2018 | -8.64% |
| 2017 | 22.12% |
| 2016 | 6.05% |
| 2015 | -1.78% |
Risk against SP-DA
| Alpha | -3.02% |
|---|---|
| Beta | 0.93 |
| Correlation | 98.85% |
| Downside Deviation | 2.84% |
| Coefficient of determination | 97.72% |
| Standard Deviation | 3.21% |
| Sharpe Ratio | -0.37 |
| Sortino | -1.47 |
| Treynor | 12.84 |
| Ulcer Index | 3 |
| Ulcer Performance Index | -1.39 |