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Principal Small-MidCap Dividend Inc Inst (PMDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.79-0.16 (-0.89%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down4
Best 1-yr total return (30 June 2024)30.41%
Worst 1-yr total return (30 June 2024)N/A

Risk statistics

3 years
PMDIXCategory average
5 years
PMDIXCategory average
10 years
PMDIXCategory average
Alpha
-3.02-0.09
-5.97-0.07
-4.8-0.06
BETA
0.980.01
1.10.01
1.080.01
Mean annual return
0.630.01
0.980.01
0.780.01
R-squared
78.20.85
77.60.82
78.360.84
Standard deviation
19.670.25
22.670.2
18.650.17
Sharpe ratio
0.220.01
0.420.01
0.420.01
Treynor ratio
2.610.08
6.650.09
5.760.09