PPUMX
Principal LargeCap Growth I-R3
$16.83
-0.03 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 10527.535M |
| 52 Week High | 16.88 |
| 52 Week Low | 11.922 |
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Key Data
| Symbol | PPUMX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 16.83 |
| Price Yesterday | 16.86 |
| Market Cap | 10,527.54 |
| YTD Return | 18.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0116 |
Overview
| 52 Week High | 16.88 |
|---|---|
| 52 Week Low | 11.92 |
| Market Cap | 10,527.54M |
| Shares Outstanding | 625.52M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 6.09% |
| Short Term Dividend Yield | 0.10% |
| 52 Week Yield (All) | 6.19% |
Returns Annualized
| One Day | -36.19% |
|---|---|
| Five Days | 147.79% |
| One Months | 98.43% |
| Three Months | 33.37% |
| Six Months | 42.72% |
| Nine Months | 46.57% |
| One Year | 32.32% |
| Three Years | 4.14% |
| Five Years | 14.10% |
| Ten Years | 14.04% |
| YTD | 38.68% |
| Since Inception | 11.30% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 1.81% |
| One Month | 5.58% |
| Three Months | 7.33% |
| Six Months | 19.11% |
| Nine Months | 32.77% |
| One Year | 32.28% |
| Three Years | 12.86% |
| Five Years | 93.07% |
| Ten Years | 270.87% |
| YTD | 18.35% |
| Since Inception | 845.51% |
Yearly Returns
| 2024 | 18.35% |
|---|---|
| 2023 | 39.78% |
| 2022 | -34.35% |
| 2021 | 21.17% |
| 2020 | 35.35% |
| 2019 | 34.26% |
| 2018 | 3.09% |
| 2017 | 33.05% |
| 2016 | 0.43% |
| 2015 | 7.58% |
Risk against SP-DA
| Alpha | -1.81% |
|---|---|
| Beta | 1.23 |
| Correlation | 95.59% |
| Downside Deviation | 3.24% |
| Coefficient of determination | 91.37% |
| Standard Deviation | 4.15% |
| Sharpe Ratio | 0.25 |
| Sortino | 1.11 |
| Treynor | 21.87 |
| Ulcer Index | 3.27 |
| Ulcer Performance Index | 1.1 |