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Principal Equity Income R1 (PIEMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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39.79

+0.10

(+0.25%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up10

Number of Years Down3

Best 1 Yr Total Return (Jul 2, 2024)27.83%

Worst 1 Yr Total Return (Jul 2, 2024)N/A

Risk Statistics

3 Years

PIEMXCategory Average

5 Years

PIEMXCategory Average

10 Years

PIEMXCategory Average

Alpha

-5.23-0.01

-5.65-0.03

-3.64-0.03

BETA

0.910.01

0.940.01

0.940.01

Mean Annual Return

0.430.01

0.770.01

0.740.01

R-squared

85.310.78

88.220.83

89.860.84

Standard Deviation

17.490.17

18.120.19

15.080.16

Sharpe Ratio

0.10

0.390

0.480.01

Treynor Ratio

0.370.04

5.960.07

6.90.08