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How I founded Britain's most respected removals firm
'Doing removals defines you for the rest of your working life'
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
15
Number of years down
7
Best 1-yr total return (13 Jun 2024)
30.97%
Worst 1-yr total return (13 Jun 2024)
N/A
Risk statistics
3 years
PLVJX
Category average
5 years
PLVJX
Category average
10 years
PLVJX
Category average
Alpha
-2.57
-0.01
-3.53
-0.03
-2.8
-0.03
BETA
0.82
0.01
0.93
0.01
0.93
0.01
Mean annual return
0.57
0.01
0.99
0.01
0.8
0.01
R-squared
82.97
0.78
86.08
0.83
88.38
0.84
Standard deviation
16.03
0.17
18.22
0.19
15.12
0.16
Sharpe ratio
0.22
0
0.53
0
0.53
0.01
Treynor ratio
2.96
0.04
9.08
0.07
7.72
0.08
Data disclaimer
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