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Principal SmallCap J (PSBJX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Risk overview
Morningstar risk rating★★★★
Number of years up16
Number of years down6
Best 1-yr total return (2 Jul 2024)47.71%
Worst 1-yr total return (2 Jul 2024)N/A
Risk statistics
3 years
PSBJXCategory average5 years
PSBJXCategory average10 years
PSBJXCategory averageAlpha
-11.49-0.09
-7.71-0.06
-6.18-0.06
BETA
1.070.01
1.170.01
1.170.01
Mean annual return
0.020.01
0.860.01
0.760.01
R-squared
76.440.83
80.340.77
77.410.78
Standard deviation
21.830.26
23.580.21
20.260.19
Sharpe ratio
-0.150
0.340.01
0.370.01
Treynor ratio
-5.150.08
4.660.1
4.830.09
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