PSMCX - Principal SmallCap Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (May 18, 2023)46.41%
Worst 1 Yr Total Return (May 18, 2023)N/A

Risk Statistics

3 Years
PSMCXCategory Average
5 Years
PSMCXCategory Average
10 Years
PSMCXCategory Average
Alpha
-0.42-0.09
-6.88-0.06
-4.62-0.06
BETA
1.020.01
1.180.01
1.150.01
Mean Annual Return
1.260.01
0.650.01
0.820.01
R-squared
74.60.83
82.430.77
77.060.78
Standard Deviation
21.250.26
24.290.21
19.480.19
Sharpe Ratio
0.650
0.260.01
0.450.01
Treynor Ratio
12.150.08
2.80.1
6.260.09