Canada markets close in 3 hours 51 minutes

Principal MidCap R4 (PMBSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
38.71-0.19 (-0.49%)
As of 08:05AM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Apr 17, 2024)42.49%
Worst 1 Yr Total Return (Apr 17, 2024)N/A

Risk Statistics

3 Years
PMBSXCategory Average
5 Years
PMBSXCategory Average
10 Years
PMBSXCategory Average
Alpha
-3.090.01
-2.320.01
-1.3-0.02
BETA
1.120.01
1.120.01
1.10.01
Mean Annual Return
0.880.02
1.250.02
1.110.01
R-squared
92.740.82
89.390.79
89.020.8
Standard Deviation
20.490.23
21.720.19
17.730.17
Sharpe Ratio
0.370.01
0.60.01
0.670.01
Treynor Ratio
5.210.18
10.10.17
9.880.12