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Principal MidCap C (PMBCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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32.65

-0.18

(-0.55%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up13

Number of Years Down3

Best 1 Yr Total Return (Jun 13, 2024)41.49%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

PMBCXCategory Average

5 Years

PMBCXCategory Average

10 Years

PMBCXCategory Average

Alpha

-5.130.01

-5.160.01

-2.25-0.02

BETA

1.120.01

1.140.01

1.10.01

Mean Annual Return

0.540.02

1.10.02

1.010.01

R-squared

92.530.82

90.20.79

89.180.8

Standard Deviation

20.690.23

21.810.19

17.870.17

Sharpe Ratio

0.160.01

0.50.01

0.590.01

Treynor Ratio

1.080.18

7.980.17

8.570.12