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Principal Equity Income J (PEIJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.87-0.02 (-0.05%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up4
Number of years down1
Best 1-yr total return (26 Jun 2024)28.45%
Worst 1-yr total return (26 Jun 2024)N/A

Risk statistics

3 years
PEIJXCategory average
5 years
PEIJXCategory average
10 years
PEIJXCategory average
Alpha
-4.38-0.01
-4.38-0.03
-2.77-0.03
BETA
0.910.01
0.950.01
0.940.01
Mean annual return
0.470.01
0.940.01
0.810.01
R-squared
85.750.78
88.980.83
90.280.84
Standard deviation
17.510.17
18.340.19
15.080.16
Sharpe ratio
0.140
0.490
0.540.01
Treynor ratio
1.090.04
8.230.07
7.80.08