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PVPIX: Principal Large Cap Value I Inst (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/17/2006 |
| Last Dividend Date: | 12/30/2013 |
| 12-Mo. Yield | 48.57% |
| Expenses | 0.76% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/17/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -12.6 | 4.7 | 4.3 | 0.5 | -15.8 | 30.4 | 1.0 | -2.2 | 11.5 | 22.5 | -39.2 | 0.5 | 15.3 |
| Sharpe Ratio | NA | -0.55 | 0.24 | 0.22 | -0.02 | -0.73 | 2.65 | 0.05 | -0.1 | 0.59 | 0.66 | -0.86 | -0.16 | 1.3 |
| Draw Down(%) | NA | 19.3 | 22.5 | 22.5 | 61.2 | 19.3 | 6.2 | 22.5 | 22.0 | 17.9 | 32.8 | 51.9 | 11.4 | 7.5 |
| Standard Deviation(%) | NA | 22.8 | 19.0 | 19.6 | 25.2 | 23.9 | 11.4 | 19.5 | 22.7 | 19.3 | 33.8 | 46.9 | 16.7 | 9.7 |
| Treynor Ratio | NA | -0.31 | 0.05 | 0.05 | 0.0 | -0.5 | 0.3 | 0.01 | -0.03 | 0.11 | 0.22 | -0.38 | -0.03 | 0.13 |
| Alpha | NA | -0.07 | -0.05 | -0.03 | -0.02 | -0.08 | -0.01 | -0.05 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.4 | 0.88 | 0.91 | 1.01 | 0.35 | 1.01 | 1.05 | 0.85 | 1.04 | 1.03 | 1.07 | 0.97 | 0.98 |
| RSquared | NA | 0.04 | 0.35 | 0.59 | 0.84 | 0.03 | 0.96 | 0.5 | 0.81 | 0.99 | 0.93 | 0.99 | 0.97 | 0.92 |
| Yield(%) | N/A | 48.6 | 25.4 | 16.3 | N/A | 0.0 | 59.6 | 2.4 | 1.6 | 1.5 | 1.6 | 1.5 | 3.7 | 3.3 |
| Dividend Growth(%) | N/A | 2842.6 | 1510.5 | N/A | N/A | -100.0 | 2842.6 | 39.1 | 19.2 | 13.2 | -33.2 | -62.7 | 26.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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