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Principal MidCap R4 (PMBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.55+0.35 (+0.85%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (26 Mar 2024)42.49%
Worst 1-yr total return (26 Mar 2024)N/A

Risk statistics

3 years
PMBSXCategory average
5 years
PMBSXCategory average
10 years
PMBSXCategory average
Alpha
-3.950.01
-2.150.01
-1.48-0.02
BETA
1.110.01
1.120.01
1.10.01
Mean annual return
0.830.02
1.240.02
1.070.01
R-squared
92.280.82
89.320.79
88.960.8
Standard deviation
20.430.23
21.70.19
17.720.17
Sharpe ratio
0.350.01
0.590.01
0.650.01
Treynor ratio
4.90.18
10.030.17
9.50.12