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Principal SmallCap Value II Instl (PPVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.01+0.07 (+0.59%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Jun 25, 2024)39.20%
Worst 1 Yr Total Return (Jun 25, 2024)N/A

Risk Statistics

3 Years
PPVIXCategory Average
5 Years
PPVIXCategory Average
10 Years
PPVIXCategory Average
Alpha
-3.84-0.12
-4.38-0.08
-4.8-0.07
BETA
0.980.01
1.130.01
1.130.01
Mean Annual Return
0.560.01
1.150.01
0.820.01
R-squared
69.520.78
73.240.72
71.680.73
Standard Deviation
20.790.28
23.970.23
20.30.2
Sharpe Ratio
0.170
0.480.01
0.410.01
Treynor Ratio
1.490.06
8.20.09
5.740.08