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Principal MidCap R3 (PMBMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.61+0.21 (+0.55%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (9 May 2024)42.24%
Worst 1-yr total return (9 May 2024)N/A

Risk statistics

3 years
PMBMXCategory average
5 years
PMBMXCategory average
10 years
PMBMXCategory average
Alpha
-4.040.01
-3.130.01
-1.5-0.02
BETA
1.130.01
1.120.01
1.110.01
Mean annual return
0.50.02
1.040.02
1.050.01
R-squared
92.70.82
89.550.79
89.260.8
Standard deviation
20.640.23
21.870.19
17.860.17
Sharpe ratio
0.140.01
0.470.01
0.620.01
Treynor ratio
0.830.18
7.410.17
9.10.12