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Principal SmallCap Value II R6 (PSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.95-0.13 (-1.08%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)32.50%
Worst 1 Yr Total Return (Jul 2, 2024)N/A

Risk Statistics

3 Years
PSMVXCategory Average
5 Years
PSMVXCategory Average
10 Years
PSMVXCategory Average
Alpha
-4.18-0.12
-5.17-0.08
-5.47-0.07
BETA
0.970.01
1.130.01
1.120.01
Mean Annual Return
0.560.01
1.020.01
0.770.01
R-squared
68.720.78
72.160.72
71.120.73
Standard Deviation
20.790.28
23.90.23
20.30.2
Sharpe Ratio
0.160
0.420.01
0.380.01
Treynor Ratio
1.360.06
6.620.09
5.190.08