PPSIX
Principal Spectrum Pref&Cap Sec Inc-Inst
$9.10
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 6086.553M |
| 52 Week High | 9.1 |
| 52 Week Low | 7.998 |
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Key Data
| Symbol | PPSIX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 9.1 |
| Price Yesterday | 9.1 |
| Market Cap | 6,086.55 |
| YTD Return | 5.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 9.10 |
|---|---|
| 52 Week Low | 8.00 |
| Market Cap | 6,086.55M |
| Shares Outstanding | 668.85M |
| Income Dividend Yield | 5.24% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.24% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 24.89% |
| One Months | 14.47% |
| Three Months | 8.57% |
| Six Months | 11.79% |
| Nine Months | 18.26% |
| One Year | 13.04% |
| Three Years | 0.27% |
| Five Years | 2.83% |
| Ten Years | 4.07% |
| YTD | 11.46% |
| Since Inception | 5.22% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.44% |
| One Month | 1.08% |
| Three Months | 2.04% |
| Six Months | 5.63% |
| Nine Months | 13.24% |
| One Year | 13.03% |
| Three Years | 0.80% |
| Five Years | 14.91% |
| Ten Years | 48.81% |
| YTD | 5.75% |
| Since Inception | 185.80% |
Yearly Returns
| 2024 | 5.75% |
|---|---|
| 2023 | 6.46% |
| 2022 | -10.68% |
| 2021 | 3.04% |
| 2020 | 5.45% |
| 2019 | 16.44% |
| 2018 | -4.54% |
| 2017 | 10.50% |
| 2016 | 3.72% |
| 2015 | 5.05% |
Risk against SP-DA
| Alpha | 2.11% |
|---|---|
| Beta | 0.24 |
| Correlation | 91.26% |
| Downside Deviation | 1.39% |
| Coefficient of determination | 83.28% |
| Standard Deviation | 0.84% |
| Sharpe Ratio | -5.39 |
| Sortino | -11.26 |
| Treynor | 32.19 |
| Ulcer Index | 0.87 |
| Ulcer Performance Index | -18.05 |