Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PILBX (Principal Discp Large Cap Blend Inst ) | NA | 5.67% | 13.09% | -1.65% | NA | NA | NA | … | … |
Data as of 11/17/2011, Common starting date is 02/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PILBX (Principal Discp Large Cap Blend Inst ) | 02/10/2005 | 11/17/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.67 | 13.09 | -1.65 | NA | NA | NA | … | … | -1.52 | 12.93 | 22.54 | -38.09 | 7.23 | 14.02 | 7.54 |
| Sharpe Ratio | NA | 0.29 | 0.54 | -0.10 | NA | NA | NA | … | … | -0.09 | 0.70 | 0.85 | -0.97 | 0.25 | 1.01 | 0.56 |
| Standard Deviation(%) | NA | 19.64 | 24.33 | 25.68 | NA | NA | NA | … | … | 20.44 | 18.44 | 26.54 | 39.97 | 16.40 | 10.59 | 10.97 |
| Draw Down(%) | NA | 19.25 | 25.32 | 54.52 | NA | NA | NA | … | … | 19.25 | 16.86 | 25.32 | 48.28 | 9.89 | 8.61 | 7.23 |
| Yield(%) | 0.00 | 5.79 | 3.87 | 4.51 | 2.90 | 1.93 | 1.45 | … | … | 0.00 | 5.99 | 1.62 | 1.32 | 13.08 | 3.79 | 2.37 |
Data as of 11/17/2011, Common starting date is 02/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PILBX (Principal Discp Large Cap Blend Inst ) |
-15.10%
Feb 2006 – Feb 2009 |
-2.27%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PILBX (Principal Discp Large Cap Blend Inst ) |
8.64%
Oct 2008 – Oct 2011 |
2.22%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart