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Principal MidCap S&P 400 Index R4 (PMFSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Risk overview
Morningstar risk rating★★★
Number of years up16
Number of years down7
Best 1-yr total return (9 Jun 2024)36.51%
Worst 1-yr total return (9 Jun 2024)N/A
Risk statistics
3 years
PMFSXCategory average5 years
PMFSXCategory average10 years
PMFSXCategory averageAlpha
-5.06-0.06
-4.59-0.05
-3.95-0.04
BETA
1.050.01
1.120.01
1.110.01
Mean annual return
0.50.01
1.130.01
0.880.01
R-squared
84.020.88
85.760.85
84.960.84
Standard deviation
20.390.23
22.060.19
18.40.17
Sharpe ratio
0.140.01
0.510.01
0.480.01
Treynor ratio
0.80.11
8.40.11
6.840.1
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