Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRLEX (Principal Real Estate Securities B) | NA | 20.35% | 13.95% | 13.92% | 10.39% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 03/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRLEX (Principal Real Estate Securities B) | 03/27/2002 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.35 | 13.95 | 13.92 | 10.39 | NA | NA | … | … | 5.70 | 30.64 | 2.70 | 15.59 | 8.10 | 23.80 | 26.25 | -33.39 | -18.56 | 34.30 | 40.87 | 36.10 | 38.23 | -1.89 |
| Sharpe Ratio | NA | 1.86 | 1.11 | 0.77 | 0.27 | NA | NA | … | … | 1.39 | 2.67 | 0.17 | 1.13 | 0.30 | 0.85 | 0.42 | -0.49 | -0.83 | 1.65 | 1.41 | 1.98 | 3.24 | -0.22 |
| Standard Deviation(%) | NA | 10.96 | 12.76 | 18.09 | 35.40 | NA | NA | … | … | 9.40 | 11.46 | 15.68 | 13.82 | 26.73 | 27.92 | 62.34 | 69.47 | 26.00 | 18.86 | 27.45 | 17.73 | 11.58 | 16.03 |
| Draw Down(%) | NA | 7.30 | 16.80 | 22.95 | 70.95 | NA | NA | … | … | 5.06 | 7.30 | 16.80 | 9.67 | 22.95 | 17.58 | 39.37 | 58.47 | 29.89 | 11.43 | 11.42 | 20.05 | 6.42 | 16.06 |
| Yield(%) | 0.00 | 1.25 | 5.68 | 4.49 | 7.65 | 10.05 | 7.54 | … | … | 0.00 | 1.50 | 14.81 | 0.01 | 0.00 | 0.97 | 1.73 | 1.25 | 21.97 | 9.87 | 7.50 | 19.77 | 5.56 | 2.18 |
Data as of 06/16/2015, Common starting date is 03/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRLEX (Principal Real Estate Securities B) |
-23.81%
Mar 2006 – Mar 2009 |
-2.91%
Sep 2006 – Sep 2011 |
10.40%
Dec 2004 – Dec 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRLEX (Principal Real Estate Securities B) |
44.05%
Mar 2003 – Mar 2006 |
28.77%
Oct 2002 – Oct 2007 |
14.95%
Apr 2003 – Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart