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Principal SmallCap Value II R6 (PSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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12.07

+0.06

(+0.50%)

At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★

Number of years up6

Number of years down3

Best 1-yr total return (30 June 2024)32.50%

Worst 1-yr total return (30 June 2024)N/A

Risk statistics

3 years

PSMVXCategory average

5 years

PSMVXCategory average

10 years

PSMVXCategory average

Alpha

-3.78-0.12

-4.36-0.08

-4.78-0.07

BETA

0.980.01

1.130.01

1.130.01

Mean annual return

0.560.01

1.160.01

0.820.01

R-squared

69.560.78

73.30.72

71.690.73

Standard deviation

20.790.28

23.990.23

20.320.2

Sharpe ratio

0.170

0.480.01

0.410.01

Treynor ratio

1.550.06

8.210.09

5.770.08