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Principal MidCap Growth J (PMGJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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6.61

-0.04

(-0.60%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up17

Number of Years Down5

Best 1 Yr Total Return (Jun 13, 2024)60.89%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

PMGJXCategory Average

5 Years

PMGJXCategory Average

10 Years

PMGJXCategory Average

Alpha

-14.070.01

-5.750.01

-3.2-0.02

BETA

1.090.01

1.10.01

1.120.01

Mean Annual Return

-0.230.02

1.010.02

0.940.01

R-squared

84.070.82

77.760.79

76.60.8

Standard Deviation

21.090.23

22.730.19

19.460.17

Sharpe Ratio

-0.280.01

0.430.01

0.50.01

Treynor Ratio

-7.420.18

7.010.17

7.420.12