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Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Risk overview
Morningstar risk rating★★★★
Number of years up2
Number of years down1
Best 1-yr total return (24 Aug 2023)83.28%
Worst 1-yr total return (24 Aug 2023)N/A
Risk statistics
3 years
PSMHXCategory average5 years
PSMHXCategory average10 years
PSMHXCategory averageAlpha
-3.910.01
N/A0.01
N/A-0.02
BETA
10.01
N/A0.01
N/A0.01
Mean annual return
0.880.02
N/A0.02
N/A0.01
R-squared
63.80.82
N/A0.79
N/A0.8
Standard deviation
22.550.23
N/A0.19
N/A0.17
Sharpe ratio
0.390.01
N/A0.01
N/A0.01
Treynor ratio
6.70.18
N/A0.17
N/A0.12
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