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Principal SmallCap Value II R4 (PSTWX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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11.43

-0.12

(-1.04%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up13

Number of years down6

Best 1-yr total return (2 July 2024)38.68%

Worst 1-yr total return (2 July 2024)N/A

Risk statistics

3 years

PSTWXCategory average

5 years

PSTWXCategory average

10 years

PSTWXCategory average

Alpha

-4.56-0.12

-5.55-0.08

-5.85-0.07

BETA

0.970.01

1.130.01

1.120.01

Mean annual return

0.530.01

0.990.01

0.740.01

R-squared

68.760.78

72.220.72

71.160.73

Standard deviation

20.750.28

23.890.23

20.30.2

Sharpe ratio

0.140

0.40.01

0.360.01

Treynor ratio

0.950.06

6.260.09

4.820.08