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Principal SmallCap Growth I R3 (PPNMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.79+0.02 (+0.19%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down6
Best 1-yr total return (2 Jul 2024)42.37%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PPNMXCategory average
5 years
PPNMXCategory average
10 years
PPNMXCategory average
Alpha
-14.56-0.02
-8.620.01
-4.66-0.02
BETA
1.050.01
1.10.01
1.130.01
Mean annual return
-0.250.02
0.70.02
0.850.01
R-squared
78.690.78
77.280.73
74.910.73
Standard deviation
21.180.26
22.590.21
19.90.19
Sharpe ratio
-0.30.01
0.270.01
0.430.01
Treynor ratio
-8.110.15
3.410.17
6.10.11