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Principal MidCap S&P 400 Index R3 (PMFMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.89+0.06 (+0.25%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down7
Best 1-yr total return (2 Jul 2024)36.31%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PMFMXCategory average
5 years
PMFMXCategory average
10 years
PMFMXCategory average
Alpha
-5.78-0.06
-5.76-0.05
-4.8-0.04
BETA
1.040.01
1.110.01
1.10.01
Mean annual return
0.470.01
0.960.01
0.810.01
R-squared
82.840.88
84.440.85
84.270.84
Standard deviation
20.380.23
21.890.19
18.380.17
Sharpe ratio
0.110.01
0.420.01
0.440.01
Treynor ratio
0.290.11
6.440.11
6.10.1