PPIMX
Principal MidCap Growth III-Inst
$11.48
-0.09 (-0.78%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1119.911M |
| 52 Week High | 12.35 |
| 52 Week Low | 9.416 |
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Key Data
| Symbol | PPIMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 11.48 |
| Price Yesterday | 11.57 |
| Market Cap | 1,119.91 |
| YTD Return | -0.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.008 |
Overview
| 52 Week High | 12.35 |
|---|---|
| 52 Week Low | 9.42 |
| Market Cap | 1,119.91M |
| Shares Outstanding | 97.55M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 7.09% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.09% |
Returns Annualized
| One Day | -86.05% |
|---|---|
| Five Days | 14.11% |
| One Months | 2.22% |
| Three Months | -20.34% |
| Six Months | 4.01% |
| Nine Months | 17.58% |
| One Year | 6.62% |
| Three Years | -2.43% |
| Five Years | 8.07% |
| Ten Years | 9.28% |
| YTD | -0.17% |
| Since Inception | 8.14% |
Returns Total
| One Day | -0.78% |
|---|---|
| Five Days | 0.26% |
| One Month | 0.17% |
| Three Months | -5.44% |
| Six Months | 1.95% |
| Nine Months | 12.76% |
| One Year | 6.61% |
| Three Years | -7.07% |
| Five Years | 47.25% |
| Ten Years | 142.30% |
| YTD | -0.09% |
| Since Inception | 322.84% |
Yearly Returns
| 2024 | -0.09% |
|---|---|
| 2023 | 20.59% |
| 2022 | -26.73% |
| 2021 | 16.10% |
| 2020 | 36.45% |
| 2019 | 35.40% |
| 2018 | -4.44% |
| 2017 | 24.58% |
| 2016 | 4.51% |
| 2015 | -1.77% |
Risk against SP-DA
| Alpha | -21.91% |
|---|---|
| Beta | 0.99 |
| Correlation | 74.22% |
| Downside Deviation | 3.81% |
| Coefficient of determination | 55.09% |
| Standard Deviation | 4.30% |
| Sharpe Ratio | -1.48 |
| Sortino | -5.8 |
| Treynor | 1.25 |
| Ulcer Index | 6.36 |
| Ulcer Performance Index | -3.47 |