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Principal MidCap Value I R5 (PABVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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16.92

-0.17

(-0.99%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★

Number of Years Up14

Number of Years Down5

Best 1 Yr Total Return (Jun 13, 2024)33.53%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

PABVXCategory Average

5 Years

PABVXCategory Average

10 Years

PABVXCategory Average

Alpha

-3.12-0.09

-3.04-0.07

-3.67-0.06

BETA

0.90.01

1.020.01

1.010.01

Mean Annual Return

0.570.01

1.140.01

0.810.01

R-squared

81.890.85

83.790.82

84.940.84

Standard Deviation

17.680.25

20.230.2

16.810.17

Sharpe Ratio

0.210.01

0.560.01

0.480.01

Treynor Ratio

2.440.08

9.760.09

6.890.09