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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.96-0.14 (-0.34%)
At close: 08:05AM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (May 14, 2024)42.67%
Worst 1 Yr Total Return (May 14, 2024)N/A

Risk Statistics

3 Years
PMBPXCategory Average
5 Years
PMBPXCategory Average
10 Years
PMBPXCategory Average
Alpha
-3.720.01
-2.810.01
-1.18-0.02
BETA
1.120.01
1.120.01
1.110.01
Mean Annual Return
0.530.02
1.060.02
1.080.01
R-squared
92.710.82
89.550.79
89.240.8
Standard Deviation
20.610.23
21.860.19
17.860.17
Sharpe Ratio
0.160.01
0.480.01
0.640.01
Treynor Ratio
1.120.18
7.720.17
9.410.12