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Principal MidCap Fund (PEMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.75-0.02 (-0.06%)
At close: 08:01PM EST

Risk overview

Morningstar risk rating★★★
Number of years up14
Number of years down3
Best 1-yr total return (4 Dec 2023)42.48%
Worst 1-yr total return (4 Dec 2023)N/A

Risk statistics

3 years
PEMGXCategory average
5 years
PEMGXCategory average
10 years
PEMGXCategory average
Alpha
-4.060.01
-1.190.01
-1.37-0.02
BETA
1.120.01
1.110.01
1.10.01
Mean annual return
0.650.02
1.150.02
1.010.01
R-squared
91.020.82
89.710.79
89.040.8
Standard deviation
20.590.23
22.350.19
17.710.17
Sharpe ratio
0.270.01
0.530.01
0.610.01
Treynor ratio
3.170.18
8.90.17
8.860.12