Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPMGX (Principal MidCap Growth III A) | NA | 21.69% | -5.06% | 1.95% | 2.16% | NA | NA | … | … |
Data as of 12/10/2010, Common starting date is 09/08/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPMGX (Principal MidCap Growth III A) | 09/08/2000 | 12/10/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.69 | -5.06 | 1.95 | 2.16 | NA | NA | … | … | 16.86 | 43.93 | -48.76 | 23.77 | 5.03 | 62.65 | 10.60 | 47.44 | -33.33 | -28.07 | -27.04 |
| Sharpe Ratio | NA | 0.98 | -0.16 | 0.01 | 0.03 | NA | NA | … | … | 0.79 | 1.41 | -1.12 | 1.09 | 0.09 | 1.46 | 0.56 | 2.11 | -1.08 | -0.82 | -1.30 |
| Standard Deviation(%) | NA | 22.08 | 33.95 | 28.69 | 30.39 | NA | NA | … | … | 22.51 | 31.18 | 44.38 | 18.96 | 17.55 | 41.34 | 17.29 | 22.13 | 31.81 | 37.64 | 52.45 |
| Draw Down(%) | NA | 17.55 | 59.69 | 59.89 | 63.08 | NA | NA | … | … | 17.55 | 23.34 | 58.92 | 12.14 | 18.66 | 10.09 | 19.68 | 12.93 | 43.38 | 46.49 | 36.42 |
| Yield(%) | 0.00 | 0.49 | 2.28 | 2.31 | 1.37 | 0.77 | 0.57 | … | … | 0.46 | 0.00 | 0.00 | 8.12 | 3.01 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/10/2010, Common starting date is 09/08/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPMGX (Principal MidCap Growth III A) |
-18.73%
Feb 2006 – Feb 2009 |
-0.71%
Oct 2000 – Oct 2005 |
1.20%
Oct 2000 – Oct 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPMGX (Principal MidCap Growth III A) |
42.83%
Mar 2003 – Mar 2006 |
29.28%
Sep 2002 – Sep 2007 |
4.23%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart