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Principal MidCap Fund R-3 Class (PMBMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.32-0.52 (-1.27%)
As of 08:05AM EST. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)42.24%
Worst 1-yr total return (3 Feb 2019)-34.12%

Risk statistics

3 years
PMBMXCategory average
5 years
PMBMXCategory average
10 years
PMBMXCategory average
Alpha
-0.380.01
-0.510.01
-0.34-0.02
Beta
1.10.01
1.090.01
1.070.01
Mean annual return
1.70.02
1.540.02
1.290.01
R-squared
87.620.82
86.390.79
87.930.8
Standard deviation
21.910.23
17.620.19
15.460.17
Sharpe ratio
0.880.01
0.980.01
0.960.01
Treynor ratio
16.560.18
15.660.17
13.670.12