PLGIX
Principal LargeCap Growth I-Inst
$20.64
-0.03 (-0.15%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 10527.143M |
| 52 Week High | 20.7 |
| 52 Week Low | 14.573 |
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Key Data
| Symbol | PLGIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 20.64 |
| Price Yesterday | 20.67 |
| Market Cap | 10,527.14 |
| YTD Return | 18.69% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 20.70 |
|---|---|
| 52 Week Low | 14.57 |
| Market Cap | 10,527.14M |
| Shares Outstanding | 510.04M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.97% |
| Short Term Dividend Yield | 0.08% |
| 52 Week Yield (All) | 5.04% |
Returns Annualized
| One Day | -30.68% |
|---|---|
| Five Days | 149.08% |
| One Months | 99.52% |
| Three Months | 33.93% |
| Six Months | 43.37% |
| Nine Months | 47.32% |
| One Year | 32.98% |
| Three Years | 4.64% |
| Five Years | 14.66% |
| Ten Years | 14.62% |
| YTD | 39.44% |
| Since Inception | 12.22% |
Returns Total
| One Day | -0.15% |
|---|---|
| Five Days | 1.83% |
| One Month | 5.63% |
| Three Months | 7.44% |
| Six Months | 19.38% |
| Nine Months | 33.27% |
| One Year | 32.95% |
| Three Years | 14.51% |
| Five Years | 97.80% |
| Ten Years | 290.10% |
| YTD | 18.69% |
| Since Inception | 1125.65% |
Yearly Returns
| 2024 | 18.69% |
|---|---|
| 2023 | 40.50% |
| 2022 | -34.05% |
| 2021 | 21.71% |
| 2020 | 36.05% |
| 2019 | 34.82% |
| 2018 | 3.68% |
| 2017 | 33.69% |
| 2016 | 0.98% |
| 2015 | 8.18% |
Risk against SP-DA
| Alpha | -1.21% |
|---|---|
| Beta | 1.23 |
| Correlation | 95.54% |
| Downside Deviation | 3.21% |
| Coefficient of determination | 91.29% |
| Standard Deviation | 4.16% |
| Sharpe Ratio | 0.3 |
| Sortino | 1.33 |
| Treynor | 22.36 |
| Ulcer Index | 3.24 |
| Ulcer Performance Index | 1.32 |