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Principal Large Cap Value III Inst (PLVIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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19.24
+0.01
(+0.05%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
16
Number of years down
7
Best 1-yr total return (25 Jun 2024)
31.56%
Worst 1-yr total return (25 Jun 2024)
N/A
Risk statistics
3 years
PLVIX
Category average
5 years
PLVIX
Category average
10 years
PLVIX
Category average
Alpha
-2.29
-0.01
-3.22
-0.03
-2.48
-0.03
BETA
0.82
0.01
0.93
0.01
0.93
0.01
Mean annual return
0.59
0.01
1.01
0.01
0.82
0.01
R-squared
82.98
0.78
86.09
0.83
88.38
0.84
Standard deviation
16.01
0.17
18.18
0.19
15.1
0.16
Sharpe ratio
0.24
0
0.54
0
0.55
0.01
Treynor ratio
3.32
0.04
9.45
0.07
8.09
0.08
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