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Principal Large Cap Value III J (PLVJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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18.89

+0.05

(+0.27%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up15

Number of Years Down7

Best 1 Yr Total Return (Jun 26, 2024)30.97%

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

Risk Statistics

3 Years

PLVJXCategory Average

5 Years

PLVJXCategory Average

10 Years

PLVJXCategory Average

Alpha

-2.57-0.01

-3.53-0.03

-2.8-0.03

BETA

0.820.01

0.930.01

0.930.01

Mean Annual Return

0.570.01

0.990.01

0.80.01

R-squared

82.970.78

86.080.83

88.380.84

Standard Deviation

16.030.17

18.220.19

15.120.16

Sharpe Ratio

0.220

0.530

0.530.01

Treynor Ratio

2.960.04

9.080.07

7.720.08