PLGAX
Principal LargeCap Growth I-A
$19.15
-0.03 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 10524.859M |
| 52 Week High | 19.21 |
| 52 Week Low | 13.552 |
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Key Data
| Symbol | PLGAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 19.15 |
| Price Yesterday | 19.18 |
| Market Cap | 10,524.86 |
| YTD Return | 18.50% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 19.21 |
|---|---|
| 52 Week Low | 13.55 |
| Market Cap | 10,524.86M |
| Shares Outstanding | 549.60M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 5.35% |
| Short Term Dividend Yield | 0.08% |
| 52 Week Yield (All) | 5.44% |
Returns Annualized
| One Day | -32.62% |
|---|---|
| Five Days | 146.89% |
| One Months | 99.44% |
| Three Months | 33.42% |
| Six Months | 42.86% |
| Nine Months | 46.81% |
| One Year | 32.54% |
| Three Years | 4.33% |
| Five Years | 14.30% |
| Ten Years | 14.15% |
| YTD | 39.01% |
| Since Inception | 15.09% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 1.81% |
| One Month | 5.63% |
| Three Months | 7.34% |
| Six Months | 19.17% |
| Nine Months | 32.93% |
| One Year | 32.50% |
| Three Years | 13.48% |
| Five Years | 94.71% |
| Ten Years | 274.32% |
| YTD | 18.50% |
| Since Inception | 390.77% |
Yearly Returns
| 2024 | 18.50% |
|---|---|
| 2023 | 40.11% |
| 2022 | -34.26% |
| 2021 | 21.37% |
| 2020 | 35.52% |
| 2019 | 34.43% |
| 2018 | 3.27% |
| 2017 | 33.10% |
| 2016 | 0.40% |
| 2015 | 7.46% |
Risk against SP-DA
| Alpha | -1.64% |
|---|---|
| Beta | 1.23 |
| Correlation | 95.52% |
| Downside Deviation | 3.23% |
| Coefficient of determination | 91.24% |
| Standard Deviation | 4.16% |
| Sharpe Ratio | 0.27 |
| Sortino | 1.18 |
| Treynor | 22.01 |
| Ulcer Index | 3.24 |
| Ulcer Performance Index | 1.18 |