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Principal MidCap R4 (PMBSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.15
+0.19
(+0.49%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk Overview
Morningstar Risk Rating
★★★
Number of Years Up
18
Number of Years Down
5
Best 1 Yr Total Return (Apr 29, 2024)
42.49%
Worst 1 Yr Total Return (Apr 29, 2024)
N/A
Risk Statistics
3 Years
PMBSX
Category Average
5 Years
PMBSX
Category Average
10 Years
PMBSX
Category Average
Alpha
-3.09
0.01
-2.32
0.01
-1.3
-0.02
BETA
1.12
0.01
1.12
0.01
1.1
0.01
Mean Annual Return
0.88
0.02
1.25
0.02
1.11
0.01
R-squared
92.74
0.82
89.39
0.79
89.02
0.8
Standard Deviation
20.49
0.23
21.72
0.19
17.73
0.17
Sharpe Ratio
0.37
0.01
0.6
0.01
0.67
0.01
Treynor Ratio
5.21
0.18
10.1
0.17
9.88
0.12
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