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Principal MidCap J (PMBJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.75+0.01 (+0.03%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down4
Best 1-yr total return (20 May 2024)42.73%
Worst 1-yr total return (20 May 2024)N/A

Risk statistics

3 years
PMBJXCategory average
5 years
PMBJXCategory average
10 years
PMBJXCategory average
Alpha
-3.680.01
-2.770.01
-1.16-0.02
BETA
1.120.01
1.120.01
1.110.01
Mean annual return
0.530.02
1.070.02
1.080.01
R-squared
92.70.82
89.530.79
89.250.8
Standard deviation
20.630.23
21.880.19
17.870.17
Sharpe ratio
0.160.01
0.480.01
0.640.01
Treynor ratio
1.160.18
7.770.17
9.440.12