PSLIX
Principal SmallCap-Inst
$27.23
-0.15 (-0.55%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 1547.285M |
| 52 Week High | 29.17 |
| 52 Week Low | 22.162 |
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Key Data
| Symbol | PSLIX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 27.23 |
| Price Yesterday | 27.38 |
| Market Cap | 1,547.29 |
| YTD Return | 0.52% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 29.17 |
|---|---|
| 52 Week Low | 22.16 |
| Market Cap | 1,547.29M |
| Shares Outstanding | 56.82M |
| Income Dividend Yield | 0.41% |
| Long Term Dividend Yield | 1.92% |
| Short Term Dividend Yield | 0.62% |
| 52 Week Yield (All) | 2.95% |
Returns Annualized
| One Day | -74.99% |
|---|---|
| Five Days | -13.76% |
| One Months | -5.40% |
| Three Months | -18.57% |
| Six Months | 5.04% |
| Nine Months | 19.43% |
| One Year | 5.86% |
| Three Years | -2.17% |
| Five Years | 7.67% |
| Ten Years | 7.52% |
| YTD | 1.01% |
| Since Inception | 7.69% |
Returns Total
| One Day | -0.55% |
|---|---|
| Five Days | -0.29% |
| One Month | -0.44% |
| Three Months | -4.92% |
| Six Months | 2.45% |
| Nine Months | 14.07% |
| One Year | 5.85% |
| Three Years | -6.35% |
| Five Years | 44.59% |
| Ten Years | 106.10% |
| YTD | 0.52% |
| Since Inception | 305.93% |
Yearly Returns
| 2024 | 0.52% |
|---|---|
| 2023 | 15.74% |
| 2022 | -20.17% |
| 2021 | 19.95% |
| 2020 | 21.98% |
| 2019 | 27.54% |
| 2018 | -10.68% |
| 2017 | 12.94% |
| 2016 | 17.28% |
| 2015 | -0.03% |
Risk against SP-DA
| Alpha | -24.98% |
|---|---|
| Beta | 1.09 |
| Correlation | 69.76% |
| Downside Deviation | 4.39% |
| Coefficient of determination | 48.67% |
| Standard Deviation | 5.03% |
| Sharpe Ratio | -1.31 |
| Sortino | -5.2 |
| Treynor | 0.44 |
| Ulcer Index | 7.19 |
| Ulcer Performance Index | -3.18 |