Canada markets closed

Principal MidCap R3 (PMBMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
37.48+0.37 (+1.00%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)42.24%
Worst 1 Yr Total Return (May 2, 2024)N/A

Risk Statistics

3 Years
PMBMXCategory Average
5 Years
PMBMXCategory Average
10 Years
PMBMXCategory Average
Alpha
-4.040.01
-3.130.01
-1.5-0.02
BETA
1.130.01
1.120.01
1.110.01
Mean Annual Return
0.50.02
1.040.02
1.050.01
R-squared
92.70.82
89.550.79
89.260.8
Standard Deviation
20.640.23
21.870.19
17.860.17
Sharpe Ratio
0.140.01
0.470.01
0.620.01
Treynor Ratio
0.830.18
7.410.17
9.10.12