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Principal MidCap R1 (PMSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.22+0.33 (+0.97%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down3
Best 1-yr total return (2 May 2024)41.80%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
PMSBXCategory average
5 years
PMSBXCategory average
10 years
PMSBXCategory average
Alpha
-4.360.01
-3.440.01
-1.81-0.02
BETA
1.130.01
1.120.01
1.110.01
Mean annual return
0.480.02
1.010.02
1.030.01
R-squared
92.710.82
89.550.79
89.260.8
Standard deviation
20.630.23
21.870.19
17.860.17
Sharpe ratio
0.130.01
0.450.01
0.60.01
Treynor ratio
0.530.18
7.110.17
8.780.12