PCSMX
Principal SmallCap Growth I-R6
$14.78
-0.12 (-0.81%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 2395.365M |
| 52 Week High | 15.19 |
| 52 Week Low | 11.51 |
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Key Data
| Symbol | PCSMX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 14.78 |
| Price Yesterday | 14.9 |
| Market Cap | 2,395.37 |
| YTD Return | 4.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0087 |
Overview
| 52 Week High | 15.19 |
|---|---|
| 52 Week Low | 11.51 |
| Market Cap | 2,395.37M |
| Shares Outstanding | 162.07M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -86.99% |
|---|---|
| Five Days | 22.78% |
| One Months | 21.87% |
| Three Months | -5.32% |
| Six Months | 15.32% |
| Nine Months | 25.77% |
| One Year | 9.74% |
| Three Years | -4.61% |
| Five Years | 6.42% |
| Ten Years | -999 |
| YTD | 8.82% |
| Since Inception | 9.38% |
Returns Total
| One Day | -0.81% |
|---|---|
| Five Days | 0.41% |
| One Month | 1.58% |
| Three Months | -1.34% |
| Six Months | 7.26% |
| Nine Months | 18.52% |
| One Year | 9.73% |
| Three Years | -13.13% |
| Five Years | 36.41% |
| Ten Years | -999 |
| YTD | 4.45% |
| Since Inception | 136.18% |
Yearly Returns
| 2024 | 4.45% |
|---|---|
| 2023 | 16.65% |
| 2022 | -28.47% |
| 2021 | 7.28% |
| 2020 | 42.27% |
| 2019 | 33.53% |
| 2018 | -5.34% |
| 2017 | 26.37% |
| 2016 | 9.17% |
| 2015 | 1.19% |
Risk against SP-DA
| Alpha | -24.53% |
|---|---|
| Beta | 1.24 |
| Correlation | 77.38% |
| Downside Deviation | 4.33% |
| Coefficient of determination | 59.88% |
| Standard Deviation | 5.15% |
| Sharpe Ratio | -1.06 |
| Sortino | -4.38 |
| Treynor | 3.52 |
| Ulcer Index | 6.92 |
| Ulcer Performance Index | -2.74 |