PSMHX
Principal Small/MidCap Growth-Inst\Disc
$10.60
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | MidCap Growth |
|---|---|
| Market Cap | 8.313M |
| 52 Week High | 11.66 |
| 52 Week Low | 9.72 |
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Key Data
| Symbol | PSMHX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 10.6 |
| Price Yesterday | 10.6 |
| Market Cap | 8.31 |
| YTD Return | 6.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 11.66 |
|---|---|
| 52 Week Low | 9.72 |
| Market Cap | 8.31M |
| Shares Outstanding | 0.78M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -14.60% |
| Six Months | 7.52% |
| Nine Months | 7.99% |
| One Year | 3.53% |
| Three Years | -12.50% |
| Five Years | 1.18% |
| Ten Years | 0.59% |
| YTD | 8.91% |
| Since Inception | 1.36% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -3.99% |
| Six Months | 3.72% |
| Nine Months | 5.89% |
| One Year | 3.52% |
| Three Years | -32.87% |
| Five Years | 6.00% |
| Ten Years | 6.00% |
| YTD | 6.75% |
| Since Inception | 6.00% |
Yearly Returns
| 2023 | 6.75% |
|---|---|
| 2022 | -30.46% |
| 2021 | -19.14% |
| 2020 | 69.48% |
| 2019 | 4.20% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
| 2014 | 0.00% |
Risk against SP-DA
| Alpha | -16.84% |
|---|---|
| Beta | 0.95 |
| Correlation | 79.36% |
| Downside Deviation | 5.18% |
| Coefficient of determination | 62.97% |
| Standard Deviation | 5.67% |
| Sharpe Ratio | -0.9 |
| Sortino | -3.42 |
| Treynor | -1.15 |
| Ulcer Index | 5.59 |
| Ulcer Performance Index | -3.17 |