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Principal MidCap Value I R4 (PABWX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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16.85

+0.03

(+0.18%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up14

Number of years down5

Best 1-yr total return (24 Apr 2024)33.39%

Worst 1-yr total return (24 Apr 2024)N/A

Risk statistics

3 years

PABWXCategory average

5 years

PABWXCategory average

10 years

PABWXCategory average

Alpha

-1.57-0.09

-2.55-0.07

-3.63-0.06

BETA

0.90.01

1.020.01

1.020.01

Mean annual return

0.830.01

1.120.01

0.830.01

R-squared

81.760.85

84.10.82

84.840.84

Standard deviation

17.520.25

20.320.2

16.690.17

Sharpe ratio

0.40.01

0.560.01

0.510.01

Treynor ratio

6.450.08

9.660.09

7.290.09