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Principal MidCap R1 (PMSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.75+0.12 (+0.35%)
As of 08:05AM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)41.80%
Worst 1 Yr Total Return (May 6, 2024)N/A

Risk Statistics

3 Years
PMSBXCategory Average
5 Years
PMSBXCategory Average
10 Years
PMSBXCategory Average
Alpha
-4.360.01
-3.440.01
-1.81-0.02
BETA
1.130.01
1.120.01
1.110.01
Mean Annual Return
0.480.02
1.010.02
1.030.01
R-squared
92.710.82
89.550.79
89.260.8
Standard Deviation
20.630.23
21.870.19
17.860.17
Sharpe Ratio
0.130.01
0.450.01
0.60.01
Treynor Ratio
0.530.18
7.110.17
8.780.12