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Principal MidCap Growth R5 (PHPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.41+0.04 (+0.39%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down6
Best 1-yr total return (30 June 2024)60.90%
Worst 1-yr total return (30 June 2024)N/A

Risk statistics

3 years
PHPPXCategory average
5 years
PHPPXCategory average
10 years
PHPPXCategory average
Alpha
-14.080.01
-5.780.01
-3.13-0.02
BETA
1.090.01
1.10.01
1.110.01
Mean annual return
-0.230.02
1.010.02
0.950.01
R-squared
83.950.82
77.70.79
76.430.8
Standard deviation
21.10.23
22.770.19
19.440.17
Sharpe ratio
-0.280.01
0.430.01
0.50.01
Treynor ratio
-7.420.18
6.990.17
7.480.12