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Principal MidCap Value I R1 (PLASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.58+0.01 (+0.06%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up14
Number of years down5
Best 1-yr total return (9 May 2024)32.90%
Worst 1-yr total return (9 May 2024)N/A

Risk statistics

3 years
PLASXCategory average
5 years
PLASXCategory average
10 years
PLASXCategory average
Alpha
-2.83-0.09
-3.26-0.07
-4.18-0.06
BETA
0.910.01
1.020.01
1.020.01
Mean annual return
0.490.01
0.930.01
0.740.01
R-squared
81.830.85
84.310.82
85.010.84
Standard deviation
17.630.25
20.470.2
16.790.17
Sharpe ratio
0.160.01
0.440.01
0.440.01
Treynor ratio
1.490.08
7.040.09
6.130.09