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Principal MidCap S&P 400 Index J (PMFJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.30+0.06 (+0.27%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up16
Number of years down6
Best 1-yr total return (2 Jul 2024)35.98%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PMFJXCategory average
5 years
PMFJXCategory average
10 years
PMFJXCategory average
Alpha
-5.45-0.06
-5.42-0.05
-4.51-0.04
BETA
1.040.01
1.120.01
1.10.01
Mean annual return
0.50.01
0.990.01
0.840.01
R-squared
82.840.88
84.420.85
84.270.84
Standard deviation
20.410.23
21.90.19
18.390.17
Sharpe ratio
0.130.01
0.440.01
0.460.01
Treynor ratio
0.620.11
6.760.11
6.380.1