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Principal SmallCap Growth Fund I (PGRTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Risk overview
Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (20 Jun 2024)43.00%
Worst 1-yr total return (20 Jun 2024)N/A
Risk statistics
3 years
PGRTXCategory average5 years
PGRTXCategory average10 years
PGRTXCategory averageAlpha
-12.62-0.02
-7.620.01
-3.44-0.02
BETA
1.060.01
1.110.01
1.130.01
Mean annual return
-0.120.02
0.860.02
0.940.01
R-squared
79.050.78
78.10.73
74.950.73
Standard deviation
21.360.26
22.840.21
20.020.19
Sharpe ratio
-0.220.01
0.350.01
0.490.01
Treynor ratio
-6.440.15
5.190.17
7.160.11
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