UK markets closed

Principal SmallCap S&P 600 Index R-6 (PSPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.66+0.25 (+0.98%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up5
Number of years down2
Best 1-yr total return (26 Jun 2024)26.24%
Worst 1-yr total return (26 Jun 2024)N/A

Risk statistics

3 years
PSPIXCategory average
5 years
PSPIXCategory average
10 years
PSPIXCategory average
Alpha
-8.33-0.09
-5.98-0.06
-4.31-0.06
BETA
1.030.01
1.130.01
1.140.01
Mean annual return
0.220.01
1.020.01
0.870.01
R-squared
73.940.83
76.130.77
73.380.78
Standard deviation
21.20.26
23.60.21
20.240.19
Sharpe ratio
-0.030
0.420.01
0.440.01
Treynor ratio
-2.780.08
6.780.1
6.290.09