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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.19+0.02 (+0.05%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (19 May 2024)42.67%
Worst 1-yr total return (19 May 2024)N/A

Risk statistics

3 years
PMBPXCategory average
5 years
PMBPXCategory average
10 years
PMBPXCategory average
Alpha
-3.720.01
-2.810.01
-1.18-0.02
BETA
1.120.01
1.120.01
1.110.01
Mean annual return
0.530.02
1.060.02
1.080.01
R-squared
92.710.82
89.550.79
89.240.8
Standard deviation
20.610.23
21.860.19
17.860.17
Sharpe ratio
0.160.01
0.480.01
0.640.01
Treynor ratio
1.120.18
7.720.17
9.410.12