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Principal MidCap Fund (PEMGX)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
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43.59+0.68 (+1.58%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down3
Best 1-yr total return (17 Sept 2024)42.48%
Worst 1-yr total return (17 Sept 2024)N/A

Risk statistics

3 years
PEMGXCategory average
5 years
PEMGXCategory average
10 years
PEMGXCategory average
Alpha
-3.430.01
-4.570.01
-1.42-0.02
BETA
1.110.01
1.140.01
1.10.01
Mean annual return
0.660.02
1.160.02
1.10.01
R-squared
90.370.82
88.920.79
88.040.8
Standard deviation
20.850.23
21.80.19
17.870.17
Sharpe ratio
0.20.01
0.530.01
0.640.01
Treynor ratio
1.990.18
8.490.17
9.540.12