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Principal SmallCap Value II R5 (PLARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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11.64

-0.01

(-0.09%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up13

Number of Years Down6

Best 1 Yr Total Return (Jun 20, 2024)38.86%

Worst 1 Yr Total Return (Jun 20, 2024)N/A

Risk Statistics

3 Years

PLARXCategory Average

5 Years

PLARXCategory Average

10 Years

PLARXCategory Average

Alpha

-4.04-0.12

-4.61-0.08

-5.03-0.07

BETA

0.980.01

1.130.01

1.130.01

Mean Annual Return

0.540.01

1.130.01

0.80.01

R-squared

69.510.78

73.260.72

71.670.73

Standard Deviation

20.80.28

23.990.23

20.310.2

Sharpe Ratio

0.160

0.470.01

0.40.01

Treynor Ratio

1.270.06

7.970.09

5.520.08