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 Dow Down0.10% Nasdaq Up0.23%

Principal MidCap B (PRMBX)

19.34 Up 0.06(0.31%) Apr 17
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Risk as of Mar 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:1
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2013):31.68%
Worst 1 Yr Total Return(Dec 30, 2008):-34.47%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticPRMBXCategory
Alpha (against Standard Index)0.83-4.53
Beta (against Standard Index)0.981.16
Mean Annual Return1.251.03
R-squared (against Standard Index)93.0085.73
Standard Deviation12.6415.68
Sharpe Ratio1.180.80
Treynor Ratio15.4910.22
5 Years
StatisticPRMBXCategory
Alpha (against Standard Index)3.26-0.97
Beta (against Standard Index)0.941.11
Mean Annual Return1.861.80
R-squared (against Standard Index)93.1684.67
Standard Deviation13.6316.91
Sharpe Ratio1.631.28
Treynor Ratio25.1020.01
10 Years
StatisticPRMBXCategory
Alpha (against Standard Index)2.600.97
Beta (against Standard Index)0.961.11
Mean Annual Return0.890.83
R-squared (against Standard Index)90.4182.55
Standard Deviation14.8818.07
Sharpe Ratio0.600.47
Treynor Ratio8.626.41