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Principal Large Cap Value III Inst (PLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.38+0.30 (+1.57%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down7
Best 1-yr total return (30 May 2024)31.56%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
PLVIXCategory average
5 years
PLVIXCategory average
10 years
PLVIXCategory average
Alpha
-1.5-0.01
-2.87-0.03
-2.37-0.03
BETA
0.820.01
0.930.01
0.930.01
Mean annual return
0.560.01
0.870.01
0.810.01
R-squared
82.820.78
86.560.83
88.460.84
Standard deviation
15.970.17
18.410.19
15.090.16
Sharpe ratio
0.230
0.450
0.550.01
Treynor ratio
3.020.04
7.40.07
7.990.08