SACAX
Principal SAM Strategic Growth-A
$21.50
-0.08 (-0.37%)
Currency in USD / Last Updated: 4/25/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2155.569M |
| 52 Week High | 22.22 |
| 52 Week Low | 17.595 |
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Key Data
| Symbol | SACAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 21.5 |
| Price Yesterday | 21.58 |
| Market Cap | 2,155.57 |
| YTD Return | 4.88% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0117 |
Overview
| 52 Week High | 22.22 |
|---|---|
| 52 Week Low | 17.60 |
| Market Cap | 2,155.57M |
| Shares Outstanding | 100.26M |
| Income Dividend Yield | 0.81% |
| Long Term Dividend Yield | 0.30% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.11% |
Returns Annualized
| One Day | -60.81% |
|---|---|
| Five Days | 93.74% |
| One Months | -24.36% |
| Three Months | 14.61% |
| Six Months | 45.86% |
| Nine Months | 13.36% |
| One Year | 21.06% |
| Three Years | 3.55% |
| Five Years | 9.34% |
| Ten Years | 8.36% |
| YTD | 16.20% |
| Since Inception | 7.96% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 1.32% |
| One Month | -2.41% |
| Three Months | 3.46% |
| Six Months | 20.57% |
| Nine Months | 9.91% |
| One Year | 21.04% |
| Three Years | 11.03% |
| Five Years | 56.18% |
| Ten Years | 122.82% |
| YTD | 4.88% |
| Since Inception | 699.85% |
Yearly Returns
| 2024 | 4.88% |
|---|---|
| 2023 | 21.42% |
| 2022 | -19.08% |
| 2021 | 19.42% |
| 2020 | 15.13% |
| 2019 | 26.86% |
| 2018 | -8.93% |
| 2017 | 21.69% |
| 2016 | 5.72% |
| 2015 | -2.18% |
Risk against SP-DA
| Alpha | -3.43% |
|---|---|
| Beta | 0.93 |
| Correlation | 98.64% |
| Downside Deviation | 2.86% |
| Coefficient of determination | 97.29% |
| Standard Deviation | 3.20% |
| Sharpe Ratio | -0.44 |
| Sortino | -1.71 |
| Treynor | 16.89 |
| Ulcer Index | 3.07 |
| Ulcer Performance Index | -1.6 |