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Principal SmallCap Inst (PSLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.43+0.19 (+0.70%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up16
Number of years down6
Best 1-yr total return (25 Jun 2024)48.23%
Worst 1-yr total return (25 Jun 2024)N/A

Risk statistics

3 years
PSLIXCategory average
5 years
PSLIXCategory average
10 years
PSLIXCategory average
Alpha
-9.66-0.09
-6.65-0.06
-5.19-0.06
BETA
1.080.01
1.180.01
1.170.01
Mean annual return
0.140.01
1.020.01
0.830.01
R-squared
78.020.83
81.530.77
77.950.78
Standard deviation
21.840.26
23.720.21
20.290.19
Sharpe ratio
-0.070
0.420.01
0.420.01
Treynor ratio
-3.580.08
6.450.1
5.650.09