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Principal Large Cap Value III R3 (PPSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.53+0.04 (+0.20%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down7
Best 1-yr total return (2 July 2024)30.71%
Worst 1-yr total return (2 July 2024)N/A

Risk statistics

3 years
PPSFXCategory average
5 years
PPSFXCategory average
10 years
PPSFXCategory average
Alpha
-2.99-0.01
-4.52-0.03
-3.41-0.03
BETA
0.820.01
0.920.01
0.930.01
Mean annual return
0.560.01
0.850.01
0.760.01
R-squared
82.640.78
85.130.83
87.870.84
Standard deviation
16.010.17
18.040.19
15.130.16
Sharpe ratio
0.210
0.440
0.490.01
Treynor ratio
2.70.04
7.110.07
7.110.08