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Principal MidCap R3 (PMBMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.17-0.09 (-0.24%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Apr 23, 2024)42.24%
Worst 1 Yr Total Return (Apr 23, 2024)N/A

Risk Statistics

3 Years
PMBMXCategory Average
5 Years
PMBMXCategory Average
10 Years
PMBMXCategory Average
Alpha
-3.270.01
-2.50.01
-1.49-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean Annual Return
0.860.02
1.240.02
1.090.01
R-squared
92.720.82
89.380.79
89.020.8
Standard Deviation
20.50.23
21.710.19
17.720.17
Sharpe Ratio
0.360.01
0.590.01
0.660.01
Treynor Ratio
5.030.18
9.910.17
9.70.12