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Principal MidCap R1 (PMSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.95+0.41 (+1.30%)
As of 08:05AM EST. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down3
Best 1-yr total return (29 Nov 2023)41.80%
Worst 1-yr total return (29 Nov 2023)N/A

Risk statistics

3 years
PMSBXCategory average
5 years
PMSBXCategory average
10 years
PMSBXCategory average
Alpha
-5.060.01
-1.770.01
-2.2-0.02
BETA
1.110.01
1.10.01
1.090.01
Mean annual return
0.620.02
0.960.02
0.880.01
R-squared
91.630.82
89.310.79
88.660.8
Standard deviation
20.640.23
21.780.19
17.320.17
Sharpe ratio
0.250.01
0.440.01
0.530.01
Treynor ratio
2.930.18
6.880.17
7.440.12