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Principal MidCap S&P 400 Index R6 (PMAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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23.28

-0.23

(-0.98%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★

Number of years up5

Number of years down2

Best 1-yr total return (23 June 2024)26.07%

Worst 1-yr total return (23 June 2024)N/A

Risk statistics

3 years

PMAPXCategory average

5 years

PMAPXCategory average

10 years

PMAPXCategory average

Alpha

-4.66-0.06

-4.22-0.05

-3.65-0.04

BETA

1.050.01

1.120.01

1.110.01

Mean annual return

0.540.01

1.160.01

0.90.01

R-squared

840.88

85.760.85

84.960.84

Standard deviation

20.390.23

22.070.19

18.410.17

Sharpe ratio

0.160.01

0.530.01

0.50.01

Treynor ratio

1.190.11

8.770.11

7.140.1