Singapore markets closed

Principal MidCap Fund R-1 Class (PMSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
28.05+0.45 (+1.63%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down3
Best 1-yr total return (29 Mar 2023)41.80%
Worst 1-yr total return (29 Mar 2023)N/A

Risk statistics

3 years
PMSBXCategory average
5 years
PMSBXCategory average
10 years
PMSBXCategory average
Alpha
-5.910.01
-0.820.01
-1.61-0.02
BETA
1.160.01
1.10.01
1.090.01
Mean annual return
0.820.02
0.940.02
1.010.01
R-squared
91.570.82
89.310.79
88.980.8
Standard deviation
25.340.23
21.710.19
17.160.17
Sharpe ratio
0.350.01
0.450.01
0.660.01
Treynor ratio
4.940.18
7.10.17
9.460.12