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Principal MidCap A (PEMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.98+0.38 (+0.98%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down3
Best 1-yr total return (2 May 2024)42.48%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
PEMGXCategory average
5 years
PEMGXCategory average
10 years
PEMGXCategory average
Alpha
-3.840.01
-2.920.01
-1.31-0.02
BETA
1.130.01
1.120.01
1.110.01
Mean annual return
0.520.02
1.050.02
1.070.01
R-squared
92.750.82
89.610.79
89.30.8
Standard deviation
20.630.23
21.870.19
17.860.17
Sharpe ratio
0.150.01
0.480.01
0.630.01
Treynor ratio
1.020.18
7.620.17
9.290.12