PDRDX - Principal Diversified Real Asset Instl

Nasdaq - Nasdaq Delayed price. Currency in USD

Risk overview

Morningstar risk rating★★★
Number of years up9
Number of years down3
Best 1-yr total return (24 May 2023)17.34%
Worst 1-yr total return (24 May 2023)N/A

Risk statistics

3 years
PDRDXCategory average
5 years
PDRDXCategory average
10 years
PDRDXCategory average
Alpha
4.68-0.04
-0.62-0.03
-2.87-0.03
BETA
0.960.01
1.040.01
1.030.01
Mean annual return
0.950.01
0.430.01
0.270.01
R-squared
82.730.89
85.10.89
82.470.89
Standard deviation
12.820.13
13.480.11
10.750.1
Sharpe ratio
0.780.01
0.260.01
0.210.01
Treynor ratio
10.140.06
2.60.06
1.690.05