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Principal MidCap R3 (PMBMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.87-0.41 (-1.10%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (11 Apr 2024)42.24%
Worst 1-yr total return (11 Apr 2024)N/A

Risk statistics

3 years
PMBMXCategory average
5 years
PMBMXCategory average
10 years
PMBMXCategory average
Alpha
-3.270.01
-2.50.01
-1.49-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean annual return
0.860.02
1.240.02
1.090.01
R-squared
92.720.82
89.380.79
89.020.8
Standard deviation
20.50.23
21.710.19
17.720.17
Sharpe ratio
0.360.01
0.590.01
0.660.01
Treynor ratio
5.030.18
9.910.17
9.70.12