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Singapore markets closed
Straits Times Index
3,258.90
+1.72
(+0.05%)
Nikkei
28,041.48
+258.55
(+0.93%)
Hang Seng
20,400.11
+90.98
(+0.45%)
FTSE 100
7,631.74
+11.31
(+0.15%)
Bitcoin USD
28,415.13
+557.88
(+2.00%)
CMC Crypto 200
621.79
+7.58
(+1.23%)
Principal MidCap Fund R-1 Class (PMSBX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.05
+0.45
(+1.63%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
15
Number of years down
3
Best 1-yr total return (29 Mar 2023)
41.80%
Worst 1-yr total return (29 Mar 2023)
N/A
Risk statistics
3 years
PMSBX
Category average
5 years
PMSBX
Category average
10 years
PMSBX
Category average
Alpha
-5.91
0.01
-0.82
0.01
-1.61
-0.02
BETA
1.16
0.01
1.1
0.01
1.09
0.01
Mean annual return
0.82
0.02
0.94
0.02
1.01
0.01
R-squared
91.57
0.82
89.31
0.79
88.98
0.8
Standard deviation
25.34
0.23
21.71
0.19
17.16
0.17
Sharpe ratio
0.35
0.01
0.45
0.01
0.66
0.01
Treynor ratio
4.94
0.18
7.1
0.17
9.46
0.12
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