Mail

Australia markets open in 6 hours 10 minutes

ALL ORDS
8,070.10
-9.10(-0.11%)
AUD/USD
0.6752
+0.0024(+0.35%)
ASX 200
7,822.30
-9.50(-0.12%)
OIL
83.44
-0.44(-0.52%)
GOLD
2,397.70
+28.30(+1.19%)
Bitcoin AUD
84,298.08
-1,431.48(-1.67%)

Principal MidCap Value I R1 (PLASX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

16.07

-0.08

(-0.50%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up14

Number of years down5

Best 1-yr total return (2 July 2024)32.90%

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

Risk statistics

3 years

PLASXCategory average

5 years

PLASXCategory average

10 years

PLASXCategory average

Alpha

-3.92-0.09

-4.54-0.07

-4.84-0.06

BETA

0.90.01

1.010.01

1.010.01

Mean annual return

0.530.01

0.940.01

0.720.01

R-squared

81.360.85

82.360.82

84.160.84

Standard deviation

17.650.25

20.080.2

16.80.17

Sharpe ratio

0.170.01

0.450.01

0.420.01

Treynor ratio

1.760.08

7.310.09

5.740.09