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Principal Large Cap Value III Inst (PLVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.24+0.01 (+0.05%)
As of 08:06AM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Jun 26, 2024)31.56%
Worst 1 Yr Total Return (Jun 26, 2024)N/A

Risk Statistics

3 Years
PLVIXCategory Average
5 Years
PLVIXCategory Average
10 Years
PLVIXCategory Average
Alpha
-2.29-0.01
-3.22-0.03
-2.48-0.03
BETA
0.820.01
0.930.01
0.930.01
Mean Annual Return
0.590.01
1.010.01
0.820.01
R-squared
82.980.78
86.090.83
88.380.84
Standard Deviation
16.010.17
18.180.19
15.10.16
Sharpe Ratio
0.240
0.540
0.550.01
Treynor Ratio
3.320.04
9.450.07
8.090.08