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PCCBX: Principal Large Cap Value B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 12/17/2014 |
| 12-Mo. Yield | 10.02% |
| Expenses | 2.01% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/01/1996 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.6 | 16.5 | 13.3 | -2.8 | -0.9 | 0.9 | 1.1 | 9.6 | 29.1 | 16.9 | -0.1 | 12.1 | 13.3 | -36.2 | -1.2 | 17.1 | -50.4 | 11.3 | 23.8 | -14.8 | -9.3 | -0.9 | -7.6 | 11.3 | 27.5 | 11.1 |
| Sharpe Ratio | NA | 0.5 | 1.36 | 0.84 | -0.07 | NA | -0.11 | 0.27 | 0.78 | 2.33 | 1.25 | -0.01 | 0.6 | 0.46 | -0.88 | -0.25 | 1.36 | -0.69 | 0.88 | 1.48 | -0.69 | -0.73 | -0.28 | -0.76 | 0.47 | -1.85 | 1.85 |
| Draw Down(%) | NA | 9.5 | 9.5 | 22.7 | 74.7 | NA | 76.7 | 4.0 | 9.5 | 7.0 | 11.4 | 22.7 | 18.5 | 30.2 | 47.0 | 12.8 | 8.0 | 55.9 | 9.4 | 13.3 | 29.3 | 21.7 | 12.8 | 17.9 | 17.9 | 9.3 | 7.5 |
| Standard Deviation(%) | NA | 11.1 | 12.1 | 15.8 | 49.1 | NA | 25.7 | 9.0 | 12.3 | 12.5 | 13.6 | 23.4 | 20.0 | 29.0 | 41.9 | 17.0 | 10.2 | 76.1 | 11.8 | 15.6 | 23.0 | 16.2 | 17.5 | 14.2 | 16.9 | 14.9 | 10.7 |
| Treynor Ratio | NA | 0.07 | 0.17 | 0.14 | -0.04 | NA | -0.03 | 0.05 | 0.09 | 0.27 | 0.17 | 0.0 | 0.11 | 0.15 | -0.39 | -0.04 | 0.13 | -0.77 | 0.1 | 0.26 | -0.19 | -0.16 | -0.06 | -0.14 | 0.09 | -0.32 | 0.21 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.05 | NA | -0.02 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.21 | -0.02 | -0.02 | 0.01 | 0.0 | -0.03 | -0.07 | -0.01 | -0.02 | 0.0 |
| Beta | NA | 0.79 | 0.98 | 0.93 | 0.93 | NA | 0.9 | 0.49 | 1.08 | 1.09 | 1.02 | 0.86 | 1.08 | 0.89 | 0.96 | 1.0 | 1.05 | 0.68 | 1.07 | 0.9 | 0.82 | 0.75 | 0.82 | 0.78 | 0.85 | 0.87 | 0.92 |
| RSquared | NA | 0.7 | 0.85 | 0.83 | 0.4 | NA | 0.64 | 0.45 | 0.91 | 0.95 | 0.91 | 0.76 | 0.98 | 0.93 | 0.99 | 0.98 | 0.96 | 0.02 | 0.94 | 0.96 | 0.96 | 0.88 | 0.79 | 0.85 | 0.94 | 0.95 | 0.91 |
| Yield(%) | N/A | 10.0 | 8.6 | 6.1 | 2.3 | 2.0 | N/A | 0.0 | 10.6 | 10.5 | 0.2 | 0.0 | 0.0 | 0.0 | 0.3 | 8.4 | 5.4 | 6.7 | 0.5 | 0.2 | 0.4 | 0.1 | 4.2 | 9.3 | 7.5 | 10.9 | 15.5 |
| Dividend Growth(%) | N/A | 16.0 | 84733.3 | -25.2 | N/A | N/A | N/A | -100.0 | 16.0 | 6400.0 | N/A | N/A | -100.0 | -91.9 | -96.5 | 69.7 | -62.0 | 1319.7 | 216.2 | -57.0 | 352.6 | -98.2 | -63.0 | 27.5 | -18.9 | -32.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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See LARGE VALUE Asset Class Trend Rankings |
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