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Singapore markets closed
Straits Times Index
3,380.84
-5.09
(-0.15%)
S&P 500
4,096.17
-14.91
(-0.36%)
Dow
33,741.97
-149.05
(-0.44%)
Nasdaq
11,861.34
-26.11
(-0.22%)
BTC-USD
22,967.54
+167.40
(+0.73%)
CMC Crypto 200
527.96
+2.01
(+0.38%)
Principal MidCap Fund R-1 Class (PMSBX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.91
-0.21
(-0.72%)
As of 08:05AM EST. Market open.
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
2
Best 1-yr total return (3 Feb 2019)
41.80%
Worst 1-yr total return (3 Feb 2019)
-34.36%
Risk statistics
3 years
PMSBX
Category average
5 years
PMSBX
Category average
10 years
PMSBX
Category average
Alpha
-4.03
0.01
-1.67
0.01
-1.64
-0.02
BETA
1.14
0.01
1.09
0.01
1.09
0.01
Mean annual return
0.56
0.02
0.83
0.02
1.03
0.01
R-squared
90.52
0.82
89.13
0.79
88.91
0.8
Standard deviation
25.29
0.23
21.62
0.19
17.03
0.17
Sharpe ratio
0.66
0.01
1.34
0.01
2.82
0.01
Treynor ratio
2.42
0.18
5.98
0.17
9.82
0.12
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