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Principal MidCap Institutional (PCBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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39.78

+0.34

(+0.86%)

As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★

Number of years up18

Number of years down4

Best 1-yr total return (21 Apr 2024)42.91%

Worst 1-yr total return (21 Apr 2024)N/A

Risk statistics

3 years

PCBIXCategory average

5 years

PCBIXCategory average

10 years

PCBIXCategory average

Alpha

-2.80.01

-2.030.01

-1.02-0.02

BETA

1.120.01

1.120.01

1.10.01

Mean annual return

0.90.02

1.280.02

1.130.01

R-squared

92.770.82

89.420.79

89.050.8

Standard deviation

20.490.23

21.710.19

17.730.17

Sharpe ratio

0.390.01

0.610.01

0.680.01

Treynor ratio

5.490.18

10.380.17

10.170.12