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Principal Small-MidCap Dividend Inc A (PMDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.75-0.20 (-1.11%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down4
Best 1-yr total return (24 June 2024)30.03%
Worst 1-yr total return (24 June 2024)N/A

Risk statistics

3 years
PMDAXCategory average
5 years
PMDAXCategory average
10 years
PMDAXCategory average
Alpha
-3.28-0.09
-6.24-0.07
-5.09-0.06
BETA
0.980.01
1.10.01
1.080.01
Mean annual return
0.610.01
0.960.01
0.750.01
R-squared
78.150.85
77.570.82
78.340.84
Standard deviation
19.670.25
22.660.2
18.640.17
Sharpe ratio
0.210.01
0.410.01
0.40.01
Treynor ratio
2.330.08
6.380.09
5.470.09