PMAQX - PRINCIPAL MIDCAP FUND Class R-6

Nasdaq - Nasdaq Delayed price. Currency in USD

Risk overview

Morningstar risk rating★★★
Number of years up4
Number of years down2
Best 1-yr total return (1 June 2023)43.08%
Worst 1-yr total return (1 June 2023)N/A

Risk statistics

3 years
PMAQXCategory average
5 years
PMAQXCategory average
10 years
PMAQXCategory average
Alpha
-2.470.01
-1.050.01
-1.06-0.02
BETA
1.090.01
1.10.01
1.080.01
Mean annual return
1.170.02
1.060.02
1.050.01
R-squared
89.860.82
89.350.79
88.490.8
Standard deviation
20.720.23
21.720.19
17.150.17
Sharpe ratio
0.610.01
0.510.01
0.680.01
Treynor ratio
10.360.18
8.380.17
9.880.12