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Principal MidCap S&P 400 Index R5 (PMFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.32-0.19 (-0.78%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up16
Number of years down7
Best 1-yr total return (4 Jun 2024)36.74%
Worst 1-yr total return (4 Jun 2024)N/A

Risk statistics

3 years
PMFPXCategory average
5 years
PMFPXCategory average
10 years
PMFPXCategory average
Alpha
-4.94-0.06
-4.49-0.05
-3.84-0.04
BETA
1.050.01
1.120.01
1.110.01
Mean annual return
0.510.01
1.140.01
0.890.01
R-squared
84.110.88
85.810.85
84.990.84
Standard deviation
20.410.23
22.080.19
18.410.17
Sharpe ratio
0.140.01
0.520.01
0.490.01
Treynor ratio
0.920.11
8.50.11
6.950.1