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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.63+0.09 (+0.22%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (11 Jul 2024)42.67%
Worst 1-yr total return (11 Jul 2024)N/A

Risk statistics

3 years
PMBPXCategory average
5 years
PMBPXCategory average
10 years
PMBPXCategory average
Alpha
-5.20.01
-4.710.01
-1.78-0.02
BETA
1.110.01
1.140.01
1.10.01
Mean annual return
0.560.02
1.070.02
1.060.01
R-squared
91.690.82
89.640.79
88.810.8
Standard deviation
20.650.23
21.660.19
17.850.17
Sharpe ratio
0.160.01
0.490.01
0.620.01
Treynor ratio
1.240.18
7.630.17
9.160.12