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Principal Large Cap Value III R1 (PESAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.17+0.04 (+0.21%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down6
Best 1-yr total return (26 Jun 2024)30.29%
Worst 1-yr total return (26 Jun 2024)N/A

Risk statistics

3 years
PESAXCategory average
5 years
PESAXCategory average
10 years
PESAXCategory average
Alpha
-3.15-0.01
-4.1-0.03
-3.36-0.03
BETA
0.820.01
0.930.01
0.930.01
Mean annual return
0.520.01
0.940.01
0.750.01
R-squared
83.010.78
86.110.83
88.420.84
Standard deviation
160.17
18.20.19
15.120.16
Sharpe ratio
0.190
0.50
0.490.01
Treynor ratio
2.220.04
8.410.07
7.070.08