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Principal MidCap Institutional (PCBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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42.04+0.06 (+0.14%)
At close: 08:05AM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (May 16, 2024)42.91%
Worst 1 Yr Total Return (May 16, 2024)N/A

Risk Statistics

3 Years
PCBIXCategory Average
5 Years
PCBIXCategory Average
10 Years
PCBIXCategory Average
Alpha
-3.570.01
-2.660.01
-1.03-0.02
BETA
1.130.01
1.120.01
1.110.01
Mean Annual Return
0.540.02
1.080.02
1.090.01
R-squared
92.750.82
89.590.79
89.280.8
Standard Deviation
20.630.23
21.880.19
17.870.17
Sharpe Ratio
0.170.01
0.490.01
0.650.01
Treynor Ratio
1.260.18
7.880.17
9.570.12