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Principal Small-MidCap Dividend Inc R6 (PMDHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.98+0.09 (+0.50%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)30.50%
Worst 1 Yr Total Return (Jun 30, 2024)N/A

Risk Statistics

3 Years
PMDHXCategory Average
5 Years
PMDHXCategory Average
10 Years
PMDHXCategory Average
Alpha
-2.96-0.09
-5.9-0.07
-4.72-0.06
BETA
0.980.01
1.10.01
1.080.01
Mean Annual Return
0.630.01
0.990.01
0.780.01
R-squared
78.260.85
77.560.82
78.280.84
Standard Deviation
19.670.25
22.660.2
18.630.17
Sharpe Ratio
0.220.01
0.420.01
0.420.01
Treynor Ratio
2.680.08
6.710.09
5.830.09