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NasdaqGM - Nasdaq Real Time Price USD

Principal Millennial Global Growth ETF (GENY)

39.37
-0.28
(-0.71%)
As of October 13 at 3:58:26 PM EDT. Market Open.

ETF Summary

Under normal circumstances, the fund primarily invests in equity securities, focusing on growth equity securities. Under normal circumstances, it invests at least 40% of its net assets in foreign and emerging market securities. The fund invests in equity securities of different market capitalizations (small, medium, or large). The fund will concentrate its investments (invest more than 25% of its assets) in one or more industries within the consumer discretionary sector and one or more industries within the communication services sector.

Risk Overview

Performance & Risk

YTD Return 4.80%
5y Average Return 4.51%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
GENYCategory AverageGENYCategory AverageGENYCategory Average
Alpha -10.73 -2.19 -3.89 -2.8 0 0.09
BETA 1.2 1.14 1.21 1.13 0 1.07
Mean Annual Return -0.12 0.53 0.44 1.19 0 0.85
R-squared 74.72 88.71 81.65 86.55 0 85.59
Standard Deviation 23.81 19.85 24.33 19.38 0 17.33
Sharpe Ratio -0.14 0.1 0.14 0.61 0 0.48
Treynor Ratio -5.08 0.07 0.47 9.36 0 6.67

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