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Principal Large Cap Value III J (PLVJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.72-0.12 (-0.64%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down7
Best 1-yr total return (13 Jun 2024)30.97%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
PLVJXCategory average
5 years
PLVJXCategory average
10 years
PLVJXCategory average
Alpha
-2.57-0.01
-3.53-0.03
-2.8-0.03
BETA
0.820.01
0.930.01
0.930.01
Mean annual return
0.570.01
0.990.01
0.80.01
R-squared
82.970.78
86.080.83
88.380.84
Standard deviation
16.030.17
18.220.19
15.120.16
Sharpe ratio
0.220
0.530
0.530.01
Treynor ratio
2.960.04
9.080.07
7.720.08