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Principal MidCap Fund R-2 Class (PMBNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.55+0.61 (+1.85%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)42.02%
Worst 1-yr total return (3 Feb 2019)-34.31%

Risk statistics

3 years
PMBNXCategory average
5 years
PMBNXCategory average
10 years
PMBNXCategory average
Alpha
1.580.01
-0.10.01
0.16-0.02
BETA
1.10.01
1.10.01
1.070.01
Mean annual return
1.490.02
1.520.02
1.220.01
R-squared
86.880.82
86.990.79
87.880.8
Standard deviation
21.780.23
17.720.19
15.420.17
Sharpe ratio
0.750.01
0.960.01
0.910.01
Treynor ratio
13.820.18
15.260.17
12.780.12