PEDGX
Principal Edge MidCap-Inst
$12.38
-0.07 (-0.56%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 75.124M |
| 52 Week High | 12.91 |
| 52 Week Low | 10.354 |
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Key Data
| Symbol | PEDGX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 12.38 |
| Price Yesterday | 12.45 |
| Market Cap | 75.12 |
| YTD Return | -0.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 12.91 |
|---|---|
| 52 Week Low | 10.35 |
| Market Cap | 75.12M |
| Shares Outstanding | 6.07M |
| Income Dividend Yield | 1.26% |
| Long Term Dividend Yield | 0.40% |
| Short Term Dividend Yield | 0.12% |
| 52 Week Yield (All) | 1.79% |
Returns Annualized
| One Day | -75.88% |
|---|---|
| Five Days | -11.49% |
| One Months | -1.01% |
| Three Months | -11.01% |
| Six Months | 3.89% |
| Nine Months | 17.96% |
| One Year | 9.98% |
| Three Years | 1.74% |
| Five Years | 8.14% |
| Ten Years | -999 |
| YTD | -0.78% |
| Since Inception | 10.58% |
Returns Total
| One Day | -0.56% |
|---|---|
| Five Days | -0.24% |
| One Month | -0.08% |
| Three Months | -2.83% |
| Six Months | 1.89% |
| Nine Months | 13.03% |
| One Year | 9.97% |
| Three Years | 5.29% |
| Five Years | 47.72% |
| Ten Years | -999 |
| YTD | -0.40% |
| Since Inception | 141.00% |
Yearly Returns
| 2024 | -0.40% |
|---|---|
| 2023 | 18.14% |
| 2022 | -15.89% |
| 2021 | 21.42% |
| 2020 | 10.44% |
| 2019 | 33.87% |
| 2018 | -5.99% |
| 2017 | 14.00% |
| 2016 | 24.44% |
| 2015 | 1.71% |
Risk against SP-DA
| Alpha | -17.17% |
|---|---|
| Beta | 0.93 |
| Correlation | 73.35% |
| Downside Deviation | 3.23% |
| Coefficient of determination | 53.80% |
| Standard Deviation | 4.09% |
| Sharpe Ratio | -1.32 |
| Sortino | -5.8 |
| Treynor | 4.93 |
| Ulcer Index | 4.53 |
| Ulcer Performance Index | -4.13 |