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Principal Small-MidCap Dividend Inc Inst (PMDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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17.95

+0.10

(+0.56%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up8

Number of Years Down4

Best 1 Yr Total Return (Jun 27, 2024)30.41%

Worst 1 Yr Total Return (Jun 27, 2024)N/A

Risk Statistics

3 Years

PMDIXCategory Average

5 Years

PMDIXCategory Average

10 Years

PMDIXCategory Average

Alpha

-3.02-0.09

-5.97-0.07

-4.8-0.06

BETA

0.980.01

1.10.01

1.080.01

Mean Annual Return

0.630.01

0.980.01

0.780.01

R-squared

78.20.85

77.60.82

78.360.84

Standard Deviation

19.670.25

22.670.2

18.650.17

Sharpe Ratio

0.220.01

0.420.01

0.420.01

Treynor Ratio

2.610.08

6.650.09

5.760.09