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Principal MidCap Fund (PEMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.47+0.68 (+1.67%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down3
Best 1-yr total return (25 July 2024)42.48%
Worst 1-yr total return (25 July 2024)N/A

Risk statistics

3 years
PEMGXCategory average
5 years
PEMGXCategory average
10 years
PEMGXCategory average
Alpha
-5.310.01
-4.810.01
-1.91-0.02
BETA
1.110.01
1.140.01
1.10.01
Mean annual return
0.560.02
1.060.02
1.050.01
R-squared
91.730.82
89.70.79
88.870.8
Standard deviation
20.680.23
21.670.19
17.860.17
Sharpe ratio
0.160.01
0.480.01
0.620.01
Treynor ratio
1.150.18
7.530.17
9.030.12