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Principal MidCap Growth Fund (PGWIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.74
-0.23
(-2.31%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk Overview
Morningstar Risk Rating
★★★
Number of Years Up
17
Number of Years Down
5
Best 1 Yr Total Return (Apr 28, 2024)
61.15%
Worst 1 Yr Total Return (Apr 28, 2024)
N/A
Risk Statistics
3 Years
PGWIX
Category Average
5 Years
PGWIX
Category Average
10 Years
PGWIX
Category Average
Alpha
-13.38
0.01
-4.02
0.01
-2.83
-0.02
BETA
1.09
0.01
1.09
0.01
1.12
0.01
Mean Annual Return
-0.01
0.02
1.08
0.02
1
0.01
R-squared
83.76
0.82
77.79
0.79
76.05
0.8
Standard Deviation
20.96
0.23
22.66
0.19
19.4
0.17
Sharpe Ratio
-0.14
0.01
0.48
0.01
0.54
0.01
Treynor Ratio
-4.76
0.18
8.09
0.17
8.14
0.12
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