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Principal Strategic Asset Management Balanced Portfolio R-2 Class (PSBVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.00+0.25 (+1.49%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up10
Number of years down3
Best 1-yr total return (3 Feb 2019)23.61%
Worst 1-yr total return (3 Feb 2019)-26.72%

Risk statistics

3 years
PSBVXCategory average
5 years
PSBVXCategory average
10 years
PSBVXCategory average
Alpha
-1.2-0.01
-1.36-0.01
-0.6-0
BETA
1.060.01
1.050.01
1.050.01
Mean annual return
0.70.01
0.80.01
0.610.01
R-squared
98.60.93
98.410.92
97.930.92
Standard deviation
12.120.13
9.880.1
9.050.09
Sharpe ratio
0.570.01
0.850.01
0.740.01
Treynor ratio
6.150.09
7.890.09
6.240.07