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Principal MidCap J (PMBJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.60-0.21 (-0.56%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down4
Best 1-yr total return (13 Jun 2024)42.73%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
PMBJXCategory average
5 years
PMBJXCategory average
10 years
PMBJXCategory average
Alpha
-4.170.01
-4.220.01
-1.34-0.02
BETA
1.120.01
1.140.01
1.10.01
Mean annual return
0.620.02
1.180.02
1.090.01
R-squared
92.490.82
90.150.79
89.140.8
Standard deviation
20.690.23
21.820.19
17.880.17
Sharpe ratio
0.20.01
0.540.01
0.640.01
Treynor ratio
1.980.18
8.890.17
9.480.12