PPSAX
Principal Spectrum Pref&Cap Sec Inc-A
$9.18
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 6079.666M |
| 52 Week High | 9.18 |
| 52 Week Low | 8.092 |
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Key Data
| Symbol | PPSAX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 9.18 |
| Price Yesterday | 9.18 |
| Market Cap | 6,079.67 |
| YTD Return | 5.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0375 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 9.18 |
|---|---|
| 52 Week Low | 8.09 |
| Market Cap | 6,079.67M |
| Shares Outstanding | 662.27M |
| Income Dividend Yield | 4.96% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.96% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 24.65% |
| One Months | 12.45% |
| Three Months | 8.19% |
| Six Months | 11.65% |
| Nine Months | 17.98% |
| One Year | 12.65% |
| Three Years | -0.02% |
| Five Years | 2.58% |
| Ten Years | 3.79% |
| YTD | 11.08% |
| Since Inception | 5.09% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.44% |
| One Month | 0.93% |
| Three Months | 1.95% |
| Six Months | 5.57% |
| Nine Months | 13.04% |
| One Year | 12.64% |
| Three Years | -0.05% |
| Five Years | 13.53% |
| Ten Years | 44.98% |
| YTD | 5.57% |
| Since Inception | 152.27% |
Yearly Returns
| 2024 | 5.57% |
|---|---|
| 2023 | 6.27% |
| 2022 | -10.99% |
| 2021 | 2.76% |
| 2020 | 5.25% |
| 2019 | 16.15% |
| 2018 | -4.75% |
| 2017 | 10.21% |
| 2016 | 3.40% |
| 2015 | 4.69% |
Risk against SP-DA
| Alpha | 1.86% |
|---|---|
| Beta | 0.23 |
| Correlation | 91.16% |
| Downside Deviation | 1.36% |
| Coefficient of determination | 83.10% |
| Standard Deviation | 0.82% |
| Sharpe Ratio | -5.67 |
| Sortino | -11.79 |
| Treynor | 31.35 |
| Ulcer Index | 0.9 |
| Ulcer Performance Index | -17.77 |