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SRCMX

Principal CA Municipal-A

$9.86 0.00 (0.00%)
Currency in USD / Last Updated: 3/27/2024
Category Muni
Market Cap 614.671M
52 Week High 9.9
52 Week Low 9.175
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Key Data
Symbol SRCMX
Type Mutual Fund
Category Muni
Price 9.86
Price Yesterday 9.86
Market Cap 614.67
YTD Return 0.08%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0375
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0077
Overview
52 Week High 9.90
52 Week Low 9.18
Market Cap 614.67M
Shares Outstanding 62.34M
Income Dividend Yield 2.87%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.87%
Returns Annualized
One Day 0.00%
Five Days -4.99%
One Months 2.84%
Three Months 1.42%
Six Months 11.58%
Nine Months 4.12%
One Year 3.80%
Three Years -1.16%
Five Years 1.24%
Ten Years 2.77%
YTD 0.34%
Since Inception 4.61%
Returns Total
One Day 0.00%
Five Days -0.10%
One Month 0.23%
Three Months 0.35%
Six Months 5.58%
Nine Months 3.07%
One Year 3.80%
Three Years -3.42%
Five Years 6.33%
Ten Years 31.31%
YTD 0.08%
Since Inception 372.00%
Yearly Returns
2024 0.08%
2023 5.55%
2022 -10.71%
2021 1.99%
2020 4.83%
2019 8.28%
2018 -0.20%
2017 6.89%
2016 -0.20%
2015 4.42%
Risk against SP-DA
Alpha -7.79%
Beta 0.22
Correlation 80.69%
Downside Deviation 1.15%
Coefficient of determination 65.11%
Standard Deviation 0.91%
Sharpe Ratio -9.57
Sortino -26.35
Treynor -6.67
Ulcer Index 1.66
Ulcer Performance Index -18.26

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