PMSBX - Principal MidCap Fund R-1 Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk overview

Morningstar risk rating★★★
Number of years up15
Number of years down3
Best 1-yr total return (24 May 2023)41.80%
Worst 1-yr total return (24 May 2023)N/A

Risk statistics

3 years
PMSBXCategory average
5 years
PMSBXCategory average
10 years
PMSBXCategory average
Alpha
-3.340.01
-1.930.01
-1.84-0.02
BETA
1.090.01
1.10.01
1.080.01
Mean annual return
1.090.02
0.980.02
0.990.01
R-squared
89.850.82
89.360.79
88.520.8
Standard deviation
20.730.23
21.70.19
17.140.17
Sharpe ratio
0.570.01
0.470.01
0.630.01
Treynor ratio
9.470.18
7.510.17
9.090.12