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Principal MidCap Growth Inst (PGWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.05-0.06 (-0.59%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down5
Best 1-yr total return (26 Jun 2024)61.15%
Worst 1-yr total return (26 Jun 2024)N/A

Risk statistics

3 years
PGWIXCategory average
5 years
PGWIXCategory average
10 years
PGWIXCategory average
Alpha
-13.890.01
-5.60.01
-2.96-0.02
BETA
1.090.01
1.10.01
1.120.01
Mean annual return
-0.210.02
1.020.02
0.960.01
R-squared
83.850.82
77.740.79
76.560.8
Standard deviation
21.120.23
22.760.19
19.470.17
Sharpe ratio
-0.270.01
0.440.01
0.510.01
Treynor ratio
-7.260.18
7.170.17
7.660.12