PSMIX
Principal Global Multi-Strategy-Inst
$11.13
0.01 (0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Multistrategy |
|---|---|
| Market Cap | 416.575M |
| 52 Week High | 11.13 |
| 52 Week Low | 10.039 |
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Key Data
| Symbol | PSMIX |
|---|---|
| Type | Mutual Fund |
| Category | Multistrategy |
| Price | 11.13 |
| Price Yesterday | 11.12 |
| Market Cap | 416.58 |
| YTD Return | 7.12% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.017 |
Overview
| 52 Week High | 11.13 |
|---|---|
| 52 Week Low | 10.04 |
| Market Cap | 416.58M |
| Shares Outstanding | 37.43M |
| Income Dividend Yield | 3.27% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.27% |
Returns Annualized
| One Day | 25.45% |
|---|---|
| Five Days | 57.67% |
| One Months | 21.43% |
| Three Months | 6.07% |
| Six Months | 15.25% |
| Nine Months | 13.47% |
| One Year | 10.88% |
| Three Years | 4.32% |
| Five Years | 4.94% |
| Ten Years | 3.64% |
| YTD | 14.28% |
| Since Inception | 3.91% |
Returns Total
| One Day | 0.09% |
|---|---|
| Five Days | 0.91% |
| One Month | 1.55% |
| Three Months | 1.46% |
| Six Months | 7.23% |
| Nine Months | 9.82% |
| One Year | 10.87% |
| Three Years | 13.44% |
| Five Years | 27.16% |
| Ten Years | 42.80% |
| YTD | 7.12% |
| Since Inception | 62.46% |
Yearly Returns
| 2024 | 7.12% |
|---|---|
| 2023 | 6.58% |
| 2022 | -1.78% |
| 2021 | 5.63% |
| 2020 | 5.11% |
| 2019 | 8.18% |
| 2018 | -4.33% |
| 2017 | 6.59% |
| 2016 | 3.28% |
| 2015 | -0.65% |
Risk against SP-DA
| Alpha | 0.14% |
|---|---|
| Beta | 0.23 |
| Correlation | 87.76% |
| Downside Deviation | 0.73% |
| Coefficient of determination | 77.02% |
| Standard Deviation | 0.84% |
| Sharpe Ratio | -6.12 |
| Sortino | -24.58 |
| Treynor | 23.95 |
| Ulcer Index | 0.58 |
| Ulcer Performance Index | -30.67 |