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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.47+0.06 (+0.14%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (26 Mar 2024)42.67%
Worst 1-yr total return (26 Mar 2024)N/A

Risk statistics

3 years
PMBPXCategory average
5 years
PMBPXCategory average
10 years
PMBPXCategory average
Alpha
-3.830.01
-2.020.01
-1.34-0.02
BETA
1.110.01
1.120.01
1.10.01
Mean annual return
0.840.02
1.250.02
1.080.01
R-squared
92.270.82
89.310.79
88.940.8
Standard deviation
20.410.23
21.680.19
17.70.17
Sharpe ratio
0.360.01
0.60.01
0.660.01
Treynor ratio
5.020.18
10.160.17
9.630.12