PUSAX - Principal Spectrum Preferred and Capital Securities Income Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 29, 2023)45.26%
Worst 1 Yr Total Return (May 29, 2023)N/A

Risk Statistics

3 Years
PUSAXCategory Average
5 Years
PUSAXCategory Average
10 Years
PUSAXCategory Average
Alpha
2.270.03
-0.090.04
1.520.04
BETA
0.760.01
0.760.01
0.760.01
Mean Annual Return
0.030.01
0.110.01
0.240.01
R-squared
35.710.08
20.080.11
22.430.1
Standard Deviation
7.720.13
9.120.1
6.890.07
Sharpe Ratio
-0.130.01
-0.030.01
0.270.01
Treynor Ratio
-1.690.07
-0.920.06
2.170.08