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Principal SAM Conservative Bal R3 (PCBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.82-0.02 (-0.17%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up12
Number of years down4
Best 1-yr total return (6 May 2024)21.53%
Worst 1-yr total return (6 May 2024)N/A

Risk statistics

3 years
PCBPXCategory average
5 years
PCBPXCategory average
10 years
PCBPXCategory average
Alpha
-1.38-0.01
-1.17-0.01
-0.78-0
BETA
0.840.01
0.840.01
0.820.01
Mean annual return
0.020.01
0.350.01
0.360.01
R-squared
98.20.92
97.560.91
97.160.91
Standard deviation
10.620.1
10.560.08
8.250.07
Sharpe ratio
-0.270.01
0.190.01
0.340.01
Treynor ratio
-4.060.09
1.780.08
3.060.07