PWCIX
Principal Capital Appreciation-Inst
$73.52
-0.36 (-0.49%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap |
---|---|
Market Cap | 4195.242M |
52 Week High | 77.04 |
52 Week Low | 57.57 |
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Key Data
Symbol | PWCIX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 73.52 |
Price Yesterday | 73.88 |
Market Cap | 4,195.24 |
YTD Return | 6.92% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0046 |
Overview
52 Week High | 77.04 |
---|---|
52 Week Low | 57.57 |
Market Cap | 4,195.24M |
Shares Outstanding | 57.06M |
Income Dividend Yield | 0.90% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.90% |
Returns Annualized
One Day | -70.83% |
---|---|
Five Days | -86.08% |
One Months | -25.25% |
Three Months | 26.56% |
Six Months | 42.76% |
Nine Months | 18.68% |
One Year | 25.28% |
Three Years | 9.26% |
Five Years | 14.29% |
Ten Years | 12.73% |
YTD | 25.25% |
Since Inception | 10.62% |
Returns Total
One Day | -0.49% |
---|---|
Five Days | -3.83% |
One Month | -2.51% |
Three Months | 6.06% |
Six Months | 19.29% |
Nine Months | 13.77% |
One Year | 25.25% |
Three Years | 30.39% |
Five Years | 94.66% |
Ten Years | 230.59% |
YTD | 6.92% |
Since Inception | 1,124.11% |
Yearly Returns
2024 | 6.92% |
---|---|
2023 | 25.41% |
2022 | -16.12% |
2021 | 27.95% |
2020 | 18.81% |
2019 | 32.69% |
2018 | -3.15% |
2017 | 21.07% |
2016 | 9.25% |
2015 | 2.41% |
Risk against SP-DA
Alpha | 3.16% |
---|---|
Beta | 0.98 |
Correlation | 99.26% |
Downside Deviation | 2.48% |
Coefficient of determination | 98.52% |
Standard Deviation | 3.34% |
Sharpe Ratio | 0.24 |
Sortino | 1.11 |
Treynor | 20.39 |
Ulcer Index | 2.63 |
Ulcer Performance Index | 1.04 |