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Principal Large Cap Value III Inst (PLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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19.29

+0.04

(+0.21%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up16

Number of years down7

Best 1-yr total return (2 Jul 2024)31.56%

Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years

PLVIXCategory average

5 years

PLVIXCategory average

10 years

PLVIXCategory average

Alpha

-2.43-0.01

-3.93-0.03

-2.84-0.03

BETA

0.820.01

0.920.01

0.930.01

Mean annual return

0.610.01

0.890.01

0.80.01

R-squared

82.570.78

85.070.83

87.810.84

Standard deviation

15.990.17

180.19

15.10.16

Sharpe ratio

0.240

0.470

0.530.01

Treynor ratio

3.420.04

7.790.07

7.770.08