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PITSX: Principal International Growth R4 (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/26/2003 |
| Last Dividend Date: | 12/31/2010 |
| 12-Mo. Yield | 1.14% |
| 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 06/26/2003 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.5 | 10.0 | -5.1 | 6.3 | -9.8 | 11.3 | 22.8 | -47.2 | 12.2 | 23.9 | 21.9 | 22.5 | 23.0 |
| Sharpe Ratio | NA | -0.2 | 0.39 | -0.21 | 0.21 | -0.48 | 0.52 | 0.85 | -1.14 | 0.47 | 1.05 | 1.97 | 1.68 | 4.85 |
| Draw Down(%) | NA | 24.8 | 26.1 | 63.2 | 63.2 | 24.8 | 18.7 | 26.1 | 56.7 | 13.8 | 16.9 | 6.6 | 11.7 | 3.5 |
| Standard Deviation(%) | NA | 22.6 | 25.8 | 28.7 | 23.3 | 22.8 | 21.8 | 26.7 | 42.2 | 19.5 | 19.7 | 10.0 | 12.9 | 10.1 |
| Treynor Ratio | NA | -0.07 | 0.12 | -0.07 | 0.06 | -0.17 | 0.12 | 0.27 | -0.51 | 0.1 | 0.23 | 0.23 | 0.24 | 0.6 |
| Alpha | NA | -0.01 | -0.04 | -0.06 | -0.01 | 0.0 | -0.01 | -0.04 | -0.04 | -0.01 | 0.01 | 0.03 | 0.02 | 0.03 |
| Beta | NA | 0.67 | 0.83 | 0.88 | 0.88 | 0.64 | 0.97 | 0.85 | 0.93 | 0.92 | 0.9 | 0.85 | 0.9 | 0.81 |
| RSquared | NA | 0.65 | 0.82 | 0.83 | 0.83 | 0.63 | 0.94 | 0.85 | 0.96 | 0.84 | 0.46 | 0.77 | 0.82 | 0.83 |
| Yield(%) | N/A | 1.1 | 1.6 | 4.4 | N/A | 0.0 | 1.2 | 1.4 | 0.9 | 10.2 | 11.5 | 10.5 | 10.6 | 0.9 |
| Dividend Growth(%) | N/A | -1.0 | -91.6 | N/A | N/A | -100.0 | -1.0 | -12.5 | -91.3 | -3.5 | 25.7 | 9.8 | 1317.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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