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Principal MidCap Fund R-3 Class (PMBMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.07+0.41 (+1.43%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk ratingโ˜…โ˜…โ˜…
Number of years up17
Number of years down4
Best 1-yr total return (3 Feb 2019)42.24%
Worst 1-yr total return (3 Feb 2019)-34.12%

Risk statistics

3 years
PMBMXCategory average
5 years
PMBMXCategory average
10 years
PMBMXCategory average
Alpha
-6.390.01
-2.50.01
-1.48-0.02
BETA
1.160.01
1.10.01
1.090.01
Mean annual return
1.090.02
1.070.02
1.180.01
R-squared
87.80.82
86.860.79
86.660.8
Standard deviation
22.350.23
19.440.19
15.670.17
Sharpe ratio
0.560.01
0.60.01
0.860.01
Treynor ratio
9.050.18
9.360.17
120.12