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Principal SAM Strategic Growth Inst (PSWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.65-0.05 (-0.23%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up11
Number of years down5
Best 1-yr total return (13 Jun 2024)27.41%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
PSWIXCategory average
5 years
PSWIXCategory average
10 years
PSWIXCategory average
Alpha
4.69-0.03
3.32-0.02
1.59-0.01
BETA
1.320.02
1.40.02
1.420.02
Mean annual return
0.50.01
1.030.01
0.790.01
R-squared
95.790.95
96.440.94
960.92
Standard deviation
16.910.19
17.770.15
14.510.14
Sharpe ratio
0.160.01
0.570.01
0.540.01
Treynor ratio
1.080.08
6.490.08
5.030.06