PCBIX
Principal MidCap-Inst
$41.12
-0.16 (-0.39%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 24085.34M |
| 52 Week High | 42.5 |
| 52 Week Low | 31.667 |
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Key Data
| Symbol | PCBIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 41.12 |
| Price Yesterday | 41.28 |
| Market Cap | 24,085.34 |
| YTD Return | 7.36% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 42.50 |
|---|---|
| 52 Week Low | 31.67 |
| Market Cap | 24,085.34M |
| Shares Outstanding | 585.73M |
| Income Dividend Yield | 0.03% |
| Long Term Dividend Yield | 2.30% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.34% |
Returns Annualized
| One Day | -62.45% |
|---|---|
| Five Days | 39.42% |
| One Months | 10.01% |
| Three Months | -6.73% |
| Six Months | 20.88% |
| Nine Months | 30.61% |
| One Year | 18.72% |
| Three Years | 4.09% |
| Five Years | 10.63% |
| Ten Years | 11.82% |
| YTD | 14.78% |
| Since Inception | 11.58% |
Returns Total
| One Day | -0.39% |
|---|---|
| Five Days | 0.66% |
| One Month | 0.76% |
| Three Months | -1.70% |
| Six Months | 9.77% |
| Nine Months | 21.89% |
| One Year | 18.70% |
| Three Years | 12.70% |
| Five Years | 65.53% |
| Ten Years | 204.64% |
| YTD | 7.36% |
| Since Inception | 694.28% |
Yearly Returns
| 2024 | 7.36% |
|---|---|
| 2023 | 25.87% |
| 2022 | -23.18% |
| 2021 | 25.32% |
| 2020 | 18.26% |
| 2019 | 42.91% |
| 2018 | -6.69% |
| 2017 | 25.32% |
| 2016 | 10.25% |
| 2015 | 1.47% |
Risk against SP-DA
| Alpha | -10.90% |
|---|---|
| Beta | 1.04 |
| Correlation | 86.30% |
| Downside Deviation | 3.25% |
| Coefficient of determination | 74.48% |
| Standard Deviation | 3.87% |
| Sharpe Ratio | -0.75 |
| Sortino | -3.08 |
| Treynor | 12.84 |
| Ulcer Index | 3.85 |
| Ulcer Performance Index | -2.6 |