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Principal Large Cap Value III J (PLVJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.17-0.08 (-0.42%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down7
Best 1-yr total return (21 May 2024)30.97%
Worst 1-yr total return (21 May 2024)N/A

Risk statistics

3 years
PLVJXCategory average
5 years
PLVJXCategory average
10 years
PLVJXCategory average
Alpha
-1.77-0.01
-3.18-0.03
-2.7-0.03
BETA
0.830.01
0.930.01
0.930.01
Mean annual return
0.540.01
0.840.01
0.790.01
R-squared
82.780.78
86.550.83
88.470.84
Standard deviation
15.990.17
18.440.19
15.110.16
Sharpe ratio
0.210
0.430
0.520.01
Treynor ratio
2.680.04
7.040.07
7.610.08