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Principal MidCap C (PMBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.24+0.10 (+0.30%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down3
Best 1-yr total return (12 May 2024)41.49%
Worst 1-yr total return (12 May 2024)N/A

Risk statistics

3 years
PMBCXCategory average
5 years
PMBCXCategory average
10 years
PMBCXCategory average
Alpha
-4.630.01
-3.70.01
-2.06-0.02
BETA
1.120.01
1.120.01
1.110.01
Mean annual return
0.450.02
0.990.02
1.010.01
R-squared
92.740.82
89.590.79
89.30.8
Standard deviation
20.620.23
21.870.19
17.860.17
Sharpe ratio
0.120.01
0.440.01
0.590.01
Treynor ratio
0.280.18
6.860.17
8.530.12