PLCGX
Principal LargeCap Growth I-R6
$20.70
-0.03 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Growth |
---|---|
Market Cap | 10531.953M |
52 Week High | 20.76 |
52 Week Low | 14.613 |
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Key Data
Symbol | PLCGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 20.7 |
Price Yesterday | 20.73 |
Market Cap | 10,531.95 |
YTD Return | 18.76% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0059 |
Overview
52 Week High | 20.76 |
---|---|
52 Week Low | 14.61 |
Market Cap | 10,531.95M |
Shares Outstanding | 508.79M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 4.95% |
Short Term Dividend Yield | 0.08% |
52 Week Yield (All) | 5.03% |
Returns Annualized
One Day | -30.60% |
---|---|
Five Days | 154.66% |
One Months | 100.40% |
Three Months | 34.09% |
Six Months | 43.55% |
Nine Months | 47.39% |
One Year | 33.03% |
Three Years | 4.75% |
Five Years | 14.76% |
Ten Years | -999 |
YTD | 39.60% |
Since Inception | 14.66% |
Returns Total
One Day | -0.14% |
---|---|
Five Days | 1.87% |
One Month | 5.67% |
Three Months | 7.48% |
Six Months | 19.45% |
Nine Months | 33.32% |
One Year | 32.99% |
Three Years | 14.85% |
Five Years | 98.66% |
Ten Years | -999 |
YTD | 18.76% |
Since Inception | 271.03% |
Yearly Returns
2024 | 18.76% |
---|---|
2023 | 40.60% |
2022 | -33.99% |
2021 | 21.82% |
2020 | 36.12% |
2019 | 34.96% |
2018 | 3.76% |
2017 | 33.77% |
2016 | 0.99% |
2015 | 8.09% |
Risk against SP-DA
Alpha | -1.20% |
---|---|
Beta | 1.24 |
Correlation | 95.58% |
Downside Deviation | 3.20% |
Coefficient of determination | 91.36% |
Standard Deviation | 4.16% |
Sharpe Ratio | 0.3 |
Sortino | 1.35 |
Treynor | 22.37 |
Ulcer Index | 3.21 |
Ulcer Performance Index | 1.34 |