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Principal SmallCap S&P 600 Index R5 (PSSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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27.08

+0.26

(+0.97%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up17

Number of Years Down6

Best 1 Yr Total Return (Jun 27, 2024)40.63%

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

Risk Statistics

3 Years

PSSPXCategory Average

5 Years

PSSPXCategory Average

10 Years

PSSPXCategory Average

Alpha

-8.58-0.09

-6.23-0.06

-4.5-0.06

BETA

1.020.01

1.130.01

1.140.01

Mean Annual Return

0.190.01

10.01

0.850.01

R-squared

73.840.83

76.10.77

73.350.78

Standard Deviation

21.20.26

23.60.21

20.240.19

Sharpe Ratio

-0.040

0.410.01

0.430.01

Treynor Ratio

-3.030.08

6.530.1

6.110.09