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Principal MidCap C (PMBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.56-0.16 (-0.50%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down3
Best 1-yr total return (17 Apr 2024)41.49%
Worst 1-yr total return (17 Apr 2024)N/A

Risk statistics

3 years
PMBCXCategory average
5 years
PMBCXCategory average
10 years
PMBCXCategory average
Alpha
-3.870.01
-3.080.01
-2.06-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean annual return
0.810.02
1.190.02
1.050.01
R-squared
92.760.82
89.420.79
89.060.8
Standard deviation
20.490.23
21.710.19
17.720.17
Sharpe ratio
0.330.01
0.560.01
0.630.01
Treynor ratio
4.460.18
9.340.17
9.130.12