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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

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down7
Best 1-yr total return (25 Jun 2024)31.56%
Worst 1-yr total return (25 Jun 2024)N/A

Risk statistics

3 years
PLVIXCategory average
5 years
PLVIXCategory average
10 years
PLVIXCategory average
Alpha
-2.29-0.01
-3.22-0.03
-2.48-0.03
BETA
0.820.01
0.930.01
0.930.01
Mean annual return
0.590.01
1.010.01
0.820.01
R-squared
82.980.78
86.090.83
88.380.84
Standard deviation
16.010.17
18.180.19
15.10.16
Sharpe ratio
0.240
0.540
0.550.01
Treynor ratio
3.320.04
9.450.07
8.090.08