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Principal MidCap R1 (PMSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.03+0.06 (+0.18%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down3
Best 1-yr total return (28 Apr 2024)41.80%
Worst 1-yr total return (28 Apr 2024)N/A

Risk statistics

3 years
PMSBXCategory average
5 years
PMSBXCategory average
10 years
PMSBXCategory average
Alpha
-3.580.01
-2.810.01
-1.8-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean annual return
0.830.02
1.210.02
1.070.01
R-squared
92.730.82
89.380.79
89.020.8
Standard deviation
20.490.23
21.70.19
17.720.17
Sharpe ratio
0.350.01
0.570.01
0.640.01
Treynor ratio
4.730.18
9.60.17
9.380.12