Principal Equity Income Fund

Scorecard
3 / 5 Stars
Lipper
4 4 5 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 11.35
Mean 1.08
Sharpe Ratio 1.14
Bear Market Decile Rank 18

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar US Value TR USD
R-Squared 94.35 94.84
Beta 0.88 0.84
Alpha 0.36 2.3

See Also:

Top Principal Funds Funds