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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.96-0.22 (-0.55%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (13 Jun 2024)42.67%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
PMBPXCategory average
5 years
PMBPXCategory average
10 years
PMBPXCategory average
Alpha
-4.220.01
-4.270.01
-1.37-0.02
BETA
1.120.01
1.140.01
1.10.01
Mean annual return
0.610.02
1.170.02
1.080.01
R-squared
92.50.82
90.170.79
89.140.8
Standard deviation
20.670.23
21.80.19
17.860.17
Sharpe ratio
0.20.01
0.540.01
0.640.01
Treynor ratio
1.930.18
8.840.17
9.460.12