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Principal MidCap R4 (PMBSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.71-0.19 (-0.49%)
At close: 06:45PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (15 Apr 2024)42.49%
Worst 1-yr total return (15 Apr 2024)N/A

Risk statistics

3 years
PMBSXCategory average
5 years
PMBSXCategory average
10 years
PMBSXCategory average
Alpha
-3.090.01
-2.320.01
-1.3-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean annual return
0.880.02
1.250.02
1.110.01
R-squared
92.740.82
89.390.79
89.020.8
Standard deviation
20.490.23
21.720.19
17.730.17
Sharpe ratio
0.370.01
0.60.01
0.670.01
Treynor ratio
5.210.18
10.10.17
9.880.12