Ratings & Risk for Principal SmallCap Growth R5 (PTARX)

Morningstar Category: Small Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    		217
    5-Year Below Average Above Average
    		192
    10-Year — — — 139
    Overall Below Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 24.94 -0.60 -0.38
    5-Year 21.77 0.08 -0.10
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 88.34 1.15 -2.81
    3-Year 91.56 1.22 -0.13
    5-Year 86.71 1.27 -0.37
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009