POMFX
Principal Opportunistic Municipal-Inst
$9.76
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Muni Junk Bonds |
|---|---|
| Market Cap | 149.612M |
| 52 Week High | 9.76 |
| 52 Week Low | 8.609 |
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Key Data
| Symbol | POMFX |
|---|---|
| Type | Mutual Fund |
| Category | Muni Junk Bonds |
| Price | 9.76 |
| Price Yesterday | 9.76 |
| Market Cap | 149.61 |
| YTD Return | 3.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 9.76 |
|---|---|
| 52 Week Low | 8.61 |
| Market Cap | 149.61M |
| Shares Outstanding | 15.33M |
| Income Dividend Yield | 4.45% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.45% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 16.80% |
| One Months | 13.13% |
| Three Months | 9.35% |
| Six Months | 6.31% |
| Nine Months | 15.29% |
| One Year | 7.41% |
| Three Years | -2.09% |
| Five Years | 1.51% |
| Ten Years | -999 |
| YTD | 6.22% |
| Since Inception | 3.44% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.31% |
| One Month | 0.98% |
| Three Months | 2.22% |
| Six Months | 3.05% |
| Nine Months | 11.12% |
| One Year | 7.41% |
| Three Years | -6.10% |
| Five Years | 7.77% |
| Ten Years | -999 |
| YTD | 3.16% |
| Since Inception | 36.98% |
Yearly Returns
| 2024 | 3.16% |
|---|---|
| 2023 | 7.67% |
| 2022 | -15.76% |
| 2021 | 6.75% |
| 2020 | 4.58% |
| 2019 | 10.83% |
| 2018 | 1.71% |
| 2017 | 10.51% |
| 2016 | -0.05% |
| 2015 | 5.32% |
Risk against SP-DA
| Alpha | -4.15% |
|---|---|
| Beta | 0.26 |
| Correlation | 68.85% |
| Downside Deviation | 1.62% |
| Coefficient of determination | 47.41% |
| Standard Deviation | 1.24% |
| Sharpe Ratio | -4.97 |
| Sortino | -13.15 |
| Treynor | 7.68 |
| Ulcer Index | 1.98 |
| Ulcer Performance Index | -10.78 |