Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPKPX (Principal SmallCap Value I R5) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 01/11/2011, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPKPX (Principal SmallCap Value I R5) | 06/26/2003 | 01/11/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 15.79 | 15.91 | -32.29 | -9.37 | 16.91 | 7.22 | 22.84 | 27.07 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.65 | 0.42 | -0.72 | -0.59 | 0.74 | 0.31 | 1.36 | 3.45 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 0.00 | 25.67 | 37.76 | 45.81 | 21.19 | 18.31 | 16.08 | 16.07 | 16.93 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 20.94 | 36.02 | 48.25 | 19.09 | 12.79 | 9.46 | 11.30 | 4.99 |
| Yield(%) | NA | 0.23 | 0.54 | 3.18 | 4.75 | 3.17 | 2.38 | … | … | NA | 0.23 | 0.93 | 0.69 | 7.80 | 6.48 | 8.13 | 6.37 | 5.24 |
Data as of 01/11/2011, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPKPX (Principal SmallCap Value I R5) |
-20.65%
Feb 2006 – Feb 2009 |
-7.76%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPKPX (Principal SmallCap Value I R5) |
18.55%
Sep 2003 – Sep 2006 |
9.47%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart