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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Principal MidCap A (PEMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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38.75

+0.15

(+0.39%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up15

Number of years down3

Best 1-yr total return (22 Apr 2024)42.48%

Worst 1-yr total return (22 Apr 2024)N/A

Risk statistics

3 years

PEMGXCategory average

5 years

PEMGXCategory average

10 years

PEMGXCategory average

Alpha

-3.060.01

-2.30.01

-1.3-0.02

BETA

1.120.01

1.10.01

Mean annual return

0.880.02

1.260.02

1.110.01

R-squared

92.770.82

89.440.79

89.070.8

Standard deviation

20.50.23

21.70.19

17.720.17

Sharpe ratio

0.370.01

0.60.01

0.670.01

Treynor ratio

5.230.18

10.120.17

9.890.12

NIKKEI 22538,011.04-449.04(-1.17%)

HANG SENG17,201.27+372.34(+2.21%)

CRUDE OIL82.75-0.06(-0.07%)

GOLD FUTURES2,328.90-9.50(-0.41%)

DOW38,460.92-42.77(-0.11%)

Bitcoin GBP51,671.91-1,705.30(-3.19%)

The five essential pieces of financial paperwork you must never lose

Principal MidCap A (PEMGX)

Risk overview

Risk statistics

NIKKEI 225
38,011.04
-449.04(-1.17%)

HANG SENG
17,201.27
+372.34(+2.21%)

CRUDE OIL
82.75
-0.06(-0.07%)

GOLD FUTURES
2,328.90
-9.50(-0.41%)

DOW
38,460.92
-42.77(-0.11%)

Bitcoin GBP
51,671.91
-1,705.30(-3.19%)