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PITIX: Principal International Growth Inst (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/01/2002 |
| Last Dividend Date: | 12/31/2010 |
| 12-Mo. Yield | 1.52% |
| Expenses | - |
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Performance Analytics (As of 11/17/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/01/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.7 | 10.1 | -4.9 | 7.9 | -9.9 | 11.8 | 22.5 | -46.9 | 12.6 | 24.4 | 22.3 | 22.8 | 37.4 | 5.9 |
| Sharpe Ratio | NA | -0.21 | 0.39 | -0.21 | 0.3 | -0.49 | 0.54 | 0.84 | -1.14 | 0.49 | 1.45 | 2.0 | 1.67 | 2.79 | 1.21 |
| Draw Down(%) | NA | 24.7 | 26.1 | 63.1 | 63.1 | 24.7 | 18.7 | 26.1 | 56.6 | 13.7 | 16.9 | 6.6 | 11.7 | 13.6 | 6.0 |
| Standard Deviation(%) | NA | 22.3 | 25.5 | 27.6 | 22.4 | 22.8 | 21.8 | 26.8 | 42.0 | 19.5 | 14.6 | 10.1 | 13.0 | 13.1 | 20.5 |
| Treynor Ratio | NA | -0.07 | 0.12 | -0.07 | 0.08 | -0.17 | 0.12 | 0.26 | -0.52 | 0.1 | 0.24 | 0.24 | 0.24 | 0.42 | 0.3 |
| Alpha | NA | 0.01 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.04 | -0.04 | -0.01 | 0.0 | 0.03 | 0.02 | 0.02 | 0.01 |
| Beta | NA | 0.66 | 0.82 | 0.87 | 0.87 | 0.64 | 0.97 | 0.86 | 0.93 | 0.92 | 0.9 | 0.85 | 0.9 | 0.88 | 0.83 |
| RSquared | NA | 0.65 | 0.83 | 0.88 | 0.87 | 0.63 | 0.94 | 0.87 | 0.96 | 0.84 | 0.85 | 0.77 | 0.81 | 0.86 | 0.84 |
| Yield(%) | N/A | 1.5 | 2.0 | 4.6 | N/A | 0.0 | 1.6 | 1.3 | 1.3 | 10.4 | 11.8 | 10.8 | 10.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 42.4 | -89.9 | N/A | N/A | -100.0 | 42.4 | -43.6 | -87.8 | -3.7 | 25.5 | 13.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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