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Principal MidCap Value I A (PCMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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17.02

-0.10

(-0.58%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up3

Number of years down1

Best 1-yr total return (2 July 2024)30.84%

Worst 1-yr total return (2 July 2024)N/A

Risk statistics

3 years

PCMVXCategory average

5 years

PCMVXCategory average

10 years

PCMVXCategory average

Alpha

-3.54-0.09

-4.18-0.07

-4.38-0.06

BETA

0.90.01

1.010.01

1.010.01

Mean annual return

0.570.01

0.970.01

0.750.01

R-squared

81.430.85

82.420.82

84.220.84

Standard deviation

17.670.25

20.080.2

16.810.17

Sharpe ratio

0.190.01

0.470.01

0.440.01

Treynor ratio

2.220.08

7.70.09

6.230.09