PPQMX
Principal MidCap Growth III-R3
$9.69
-0.08 (-0.82%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1118.4M |
| 52 Week High | 10.45 |
| 52 Week Low | 7.986 |
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Key Data
| Symbol | PPQMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 9.69 |
| Price Yesterday | 9.77 |
| Market Cap | 1,118.40 |
| YTD Return | -0.51% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0137 |
Overview
| 52 Week High | 10.45 |
|---|---|
| 52 Week Low | 7.99 |
| Market Cap | 1,118.40M |
| Shares Outstanding | 115.42M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 8.40% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.40% |
Returns Annualized
| One Day | -87.43% |
|---|---|
| Five Days | 10.99% |
| One Months | 1.31% |
| Three Months | -21.06% |
| Six Months | 3.45% |
| Nine Months | 16.90% |
| One Year | 5.95% |
| Three Years | -2.99% |
| Five Years | 7.45% |
| Ten Years | 8.64% |
| YTD | -0.99% |
| Since Inception | 9.08% |
Returns Total
| One Day | -0.82% |
|---|---|
| Five Days | 0.21% |
| One Month | 0.10% |
| Three Months | -5.65% |
| Six Months | 1.68% |
| Nine Months | 12.27% |
| One Year | 5.95% |
| Three Years | -8.67% |
| Five Years | 43.09% |
| Ten Years | 128.65% |
| YTD | -0.51% |
| Since Inception | 519.57% |
Yearly Returns
| 2024 | -0.51% |
|---|---|
| 2023 | 20.02% |
| 2022 | -27.17% |
| 2021 | 15.40% |
| 2020 | 35.72% |
| 2019 | 34.56% |
| 2018 | -4.96% |
| 2017 | 23.93% |
| 2016 | 3.96% |
| 2015 | -2.44% |
Risk against SP-DA
| Alpha | -22.47% |
|---|---|
| Beta | 0.99 |
| Correlation | 73.58% |
| Downside Deviation | 3.86% |
| Coefficient of determination | 54.15% |
| Standard Deviation | 4.32% |
| Sharpe Ratio | -1.52 |
| Sortino | -5.9 |
| Treynor | 0.58 |
| Ulcer Index | 6.45 |
| Ulcer Performance Index | -3.53 |