PCWIX
Principal SAM Conservative Growth-Inst
$19.02
-0.03 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 3180.696M |
| 52 Week High | 19.06 |
| 52 Week Low | 14.965 |
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Key Data
| Symbol | PCWIX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 19.02 |
| Price Yesterday | 19.05 |
| Market Cap | 3,180.70 |
| YTD Return | 10.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 19.06 |
|---|---|
| 52 Week Low | 14.97 |
| Market Cap | 3,180.70M |
| Shares Outstanding | 167.23M |
| Income Dividend Yield | 1.43% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.43% |
Returns Annualized
| One Day | -32.80% |
|---|---|
| Five Days | 84.74% |
| One Months | 33.43% |
| Three Months | 13.68% |
| Six Months | 23.58% |
| Nine Months | 30.82% |
| One Year | 19.94% |
| Three Years | 3.91% |
| Five Years | 8.97% |
| Ten Years | 7.85% |
| YTD | 20.73% |
| Since Inception | 7.05% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 1.22% |
| One Month | 2.31% |
| Three Months | 3.20% |
| Six Months | 10.97% |
| Nine Months | 22.04% |
| One Year | 19.92% |
| Three Years | 12.13% |
| Five Years | 53.46% |
| Ten Years | 112.42% |
| YTD | 10.20% |
| Since Inception | 227.82% |
Yearly Returns
| 2024 | 10.20% |
|---|---|
| 2023 | 19.34% |
| 2022 | -17.84% |
| 2021 | 17.63% |
| 2020 | 12.86% |
| 2019 | 23.93% |
| 2018 | -6.70% |
| 2017 | 19.68% |
| 2016 | 6.91% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -4.55% |
|---|---|
| Beta | 0.82 |
| Correlation | 96.59% |
| Downside Deviation | 2.71% |
| Coefficient of determination | 93.29% |
| Standard Deviation | 2.73% |
| Sharpe Ratio | -0.93 |
| Sortino | -3.24 |
| Treynor | 17.78 |
| Ulcer Index | 2.8 |
| Ulcer Performance Index | -3.14 |