PEDMX
Principal Edge MidCap-R6
$12.45
-0.07 (-0.56%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 75.127M |
| 52 Week High | 12.98 |
| 52 Week Low | 10.404 |
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Key Data
| Symbol | PEDMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 12.45 |
| Price Yesterday | 12.52 |
| Market Cap | 75.13 |
| YTD Return | -0.32% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 12.98 |
|---|---|
| 52 Week Low | 10.40 |
| Market Cap | 75.13M |
| Shares Outstanding | 6.03M |
| Income Dividend Yield | 1.35% |
| Long Term Dividend Yield | 0.40% |
| Short Term Dividend Yield | 0.12% |
| 52 Week Yield (All) | 1.87% |
Returns Annualized
| One Day | -75.69% |
|---|---|
| Five Days | -11.43% |
| One Months | -1.01% |
| Three Months | -10.95% |
| Six Months | 3.87% |
| Nine Months | 18.14% |
| One Year | 10.11% |
| Three Years | 1.85% |
| Five Years | 8.25% |
| Ten Years | -999 |
| YTD | -0.62% |
| Since Inception | 8.92% |
Returns Total
| One Day | -0.56% |
|---|---|
| Five Days | -0.24% |
| One Month | -0.08% |
| Three Months | -2.81% |
| Six Months | 1.88% |
| Nine Months | 13.15% |
| One Year | 10.10% |
| Three Years | 5.62% |
| Five Years | 48.51% |
| Ten Years | -999 |
| YTD | -0.32% |
| Since Inception | 89.56% |
Yearly Returns
| 2024 | -0.32% |
|---|---|
| 2023 | 18.25% |
| 2022 | -15.81% |
| 2021 | 21.56% |
| 2020 | 10.56% |
| 2019 | 34.09% |
| 2018 | -5.97% |
| 2017 | 12.73% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -16.97% |
|---|---|
| Beta | 0.93 |
| Correlation | 73.43% |
| Downside Deviation | 3.22% |
| Coefficient of determination | 53.91% |
| Standard Deviation | 4.07% |
| Sharpe Ratio | -1.32 |
| Sortino | -5.78 |
| Treynor | 5.09 |
| Ulcer Index | 4.54 |
| Ulcer Performance Index | -4.1 |