PGWIX
Principal MidCap Growth-Inst
$10.08
-0.06 (-0.59%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 216.122M |
| 52 Week High | 10.46 |
| 52 Week Low | 8.06 |
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Key Data
| Symbol | PGWIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 10.08 |
| Price Yesterday | 10.14 |
| Market Cap | 216.12 |
| YTD Return | 5.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 10.46 |
|---|---|
| 52 Week Low | 8.06 |
| Market Cap | 216.12M |
| Shares Outstanding | 21.44M |
| 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 | -77.62% |
|---|---|
| Five Days | 42.13% |
| One Months | 25.52% |
| Three Months | -11.59% |
| Six Months | 16.78% |
| Nine Months | 20.29% |
| One Year | 6.45% |
| Three Years | -5.09% |
| Five Years | 8.53% |
| Ten Years | 9.78% |
| YTD | 11.05% |
| Since Inception | 8.07% |
Returns Total
| One Day | -0.59% |
|---|---|
| Five Days | 0.70% |
| One Month | 1.82% |
| Three Months | -2.98% |
| Six Months | 7.92% |
| Nine Months | 14.68% |
| One Year | 6.44% |
| Three Years | -14.44% |
| Five Years | 50.40% |
| Ten Years | 153.52% |
| YTD | 5.55% |
| Since Inception | 324.96% |
Yearly Returns
| 2024 | 5.55% |
|---|---|
| 2023 | 13.83% |
| 2022 | -32.28% |
| 2021 | 14.72% |
| 2020 | 61.15% |
| 2019 | 31.51% |
| 2018 | -9.00% |
| 2017 | 29.03% |
| 2016 | 3.11% |
| 2015 | 2.23% |
Risk against SP-DA
| Alpha | -27.28% |
|---|---|
| Beta | 1.21 |
| Correlation | 78.88% |
| Downside Deviation | 4.63% |
| Coefficient of determination | 62.22% |
| Standard Deviation | 4.95% |
| Sharpe Ratio | -1.3 |
| Sortino | -4.81 |
| Treynor | 0.88 |
| Ulcer Index | 7.69 |
| Ulcer Performance Index | -2.9 |