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Principal Opportunistic Municipal Instl (POMFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Risk overview
Morningstar risk rating★★★★
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)10.89%
Worst 1-yr total return (2 May 2024)N/A
Risk statistics
3 years
POMFXCategory average5 years
POMFXCategory average10 years
POMFXCategory averageAlpha
-0.06-0.01
0.770
1.220
BETA
1.120.02
1.320.01
1.320.01
Mean annual return
-0.120
0.170
0.340
R-squared
90.660.78
80.910.78
82.240.79
Standard deviation
8.750.07
9.510.06
7.330.06
Sharpe ratio
-0.520.01
-0.020.01
0.340.01
Treynor ratio
-4.330.03
-0.50.02
1.750.04
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