Australia markets closed

Principal MidCap J (PMBJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
36.20-0.09 (-0.25%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down4
Best 1-yr total return (17 Apr 2024)42.73%
Worst 1-yr total return (17 Apr 2024)N/A

Risk statistics

3 years
PMBJXCategory average
5 years
PMBJXCategory average
10 years
PMBJXCategory average
Alpha
-2.910.01
-2.140.01
-1.15-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean annual return
0.890.02
1.270.02
1.120.01
R-squared
92.720.82
89.360.79
89.010.8
Standard deviation
20.490.23
21.710.19
17.730.17
Sharpe ratio
0.380.01
0.60.01
0.680.01
Treynor ratio
5.380.18
10.270.17
10.040.12