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Principal SmallCap Fund R-2 Class (PSBNX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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26.45

+0.72

(+2.80%)

At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up15

Number of years down5

Best 1-yr total return (3 Feb 2019)47.17%

Worst 1-yr total return (3 Feb 2019)-37.12%

Risk statistics

3 years

PSBNXCategory average

5 years

PSBNXCategory average

10 years

PSBNXCategory average

Alpha

-2.19-0.09

-3.54-0.06

-3.6-0.06

BETA

1.320.01

1.290.01

1.270.01

Mean annual return

1.420.01

1.480.01

1.120.01

R-squared

86.770.83

83.270.77

81.550.78

Standard deviation

26.110.26

21.240.21

19.040.19

Sharpe ratio

0.60

0.780.01

0.680.01

Treynor ratio

9.920.08

11.960.1

9.190.09