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Principal MidCap J (PMBJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.20+0.18 (+0.47%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Jun 17, 2024)42.73%
Worst 1 Yr Total Return (Jun 17, 2024)N/A

Risk Statistics

3 Years
PMBJXCategory Average
5 Years
PMBJXCategory Average
10 Years
PMBJXCategory Average
Alpha
-4.170.01
-4.220.01
-1.34-0.02
BETA
1.120.01
1.140.01
1.10.01
Mean Annual Return
0.620.02
1.180.02
1.090.01
R-squared
92.490.82
90.150.79
89.140.8
Standard Deviation
20.690.23
21.820.19
17.880.17
Sharpe Ratio
0.20.01
0.540.01
0.640.01
Treynor Ratio
1.980.18
8.890.17
9.480.12