New Zealand markets closed

Principal LargeCap Growth I R3 (PPUMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.88+0.16 (+0.96%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down5
Best 1-yr total return (2 Jul 2024)51.51%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PPUMXCategory average
5 years
PPUMXCategory average
10 years
PPUMXCategory average
Alpha
-5.890.03
-1.50.04
0.410.01
BETA
1.140.01
1.070.01
1.060.01
Mean annual return
0.530.02
1.270.02
1.210.01
R-squared
90.840.89
89.370.87
88.750.87
Standard deviation
21.440.2
20.560.16
17.320.15
Sharpe ratio
0.140.01
0.630.01
0.750.01
Treynor ratio
0.630.21
10.820.21
11.450.15