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Principal SmallCap Value II R3 (PJARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.34+0.13 (+1.16%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down6
Best 1-yr total return (27 Jun 2024)38.43%
Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years
PJARXCategory average
5 years
PJARXCategory average
10 years
PJARXCategory average
Alpha
-4.35-0.12
-4.89-0.08
-5.32-0.07
BETA
0.980.01
1.130.01
1.120.01
Mean annual return
0.520.01
1.110.01
0.770.01
R-squared
69.50.78
73.190.72
71.60.73
Standard deviation
20.790.28
23.960.23
20.280.2
Sharpe ratio
0.140
0.460.01
0.380.01
Treynor ratio
0.940.06
7.690.09
5.240.08