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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.84-0.64 (-1.62%)
At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (29 Apr 2024)42.67%
Worst 1-yr total return (29 Apr 2024)N/A

Risk statistics

3 years
PMBPXCategory average
5 years
PMBPXCategory average
10 years
PMBPXCategory average
Alpha
-2.960.01
-2.190.01
-1.18-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean annual return
0.890.02
1.260.02
1.120.01
R-squared
92.730.82
89.380.79
89.010.8
Standard deviation
20.470.23
21.690.19
17.720.17
Sharpe ratio
0.380.01
0.60.01
0.680.01
Treynor ratio
5.330.18
10.230.17
10.020.12