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Principal SmallCap Growth Fund I (PGRTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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14.73

+0.14

(+0.96%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up18

Number of Years Down5

Best 1 Yr Total Return (Jun 25, 2024)43.00%

Worst 1 Yr Total Return (Jun 25, 2024)N/A

Risk Statistics

3 Years

PGRTXCategory Average

5 Years

PGRTXCategory Average

10 Years

PGRTXCategory Average

Alpha

-12.62-0.02

-7.620.01

-3.44-0.02

BETA

1.060.01

1.110.01

1.130.01

Mean Annual Return

-0.120.02

0.860.02

0.940.01

R-squared

79.050.78

78.10.73

74.950.73

Standard Deviation

21.360.26

22.840.21

20.020.19

Sharpe Ratio

-0.220.01

0.350.01

0.490.01

Treynor Ratio

-6.440.15

5.190.17

7.160.11