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Principal MidCap Growth Fund III (PHASX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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7.28

-0.02

(-0.27%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up14

Number of Years Down5

Best 1 Yr Total Return (Jun 26, 2024)43.94%

Worst 1 Yr Total Return (Jun 26, 2024)N/A

Risk Statistics

3 Years

PHASXCategory Average

5 Years

PHASXCategory Average

10 Years

PHASXCategory Average

Alpha

-10.480.01

-6.820.01

-4.31-0.02

BETA

1.150.01

1.110.01

1.10.01

Mean Annual Return

0.110.02

0.930.02

0.830.01

R-squared

86.970.82

85.50.79

85.680.8

Standard Deviation

21.850.23

21.850.19

18.110.17

Sharpe Ratio

-0.090.01

0.410.01

0.470.01

Treynor Ratio

-3.720.18

6.20.17

6.490.12