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Principal MidCap C (PMBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.76+0.23 (+0.71%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down3
Best 1-yr total return (9 Jun 2024)41.49%
Worst 1-yr total return (9 Jun 2024)N/A

Risk statistics

3 years
PMBCXCategory average
5 years
PMBCXCategory average
10 years
PMBCXCategory average
Alpha
-5.130.01
-5.160.01
-2.25-0.02
BETA
1.120.01
1.140.01
1.10.01
Mean annual return
0.540.02
1.10.02
1.010.01
R-squared
92.530.82
90.20.79
89.180.8
Standard deviation
20.690.23
21.810.19
17.870.17
Sharpe ratio
0.160.01
0.50.01
0.590.01
Treynor ratio
1.080.18
7.980.17
8.570.12