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What does the UK general election mean for your finances?
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Principal Income R2 (PIONX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.07
+0.01
(+0.10%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
Number of years up
7
Number of years down
3
Best 1-yr total return (3 Feb 2019)
8.89%
Worst 1-yr total return (3 Feb 2019)
-1.69%
Risk statistics
3 years
PIONX
Category average
5 years
PIONX
Category average
10 years
PIONX
Category average
Alpha
-0.97
0
0.39
0
0.05
0
BETA
1.09
0.01
1.03
0.01
0.97
0.01
Mean annual return
0.39
0
0.33
0
0.3
0
R-squared
71.67
0.84
74.54
0.86
67.7
0.86
Standard deviation
4.36
0.04
3.83
0.03
3.54
0.03
Sharpe ratio
0.74
0.01
0.74
0.01
0.83
0.01
Treynor ratio
2.93
0.07
2.76
0.02
3
0.03
Data disclaimer
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