Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSLPX (Principal SmallCap Growth R3) | NA | 2.01% | 24.01% | -0.26% | NA | NA | NA | … | … |
Data as of 02/17/2012, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLPX (Principal SmallCap Growth R3) | 08/15/2006 | 02/17/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 2.01 | 24.01 | -0.26 | NA | NA | NA | … | … | 12.24 | -4.00 | 22.89 | 29.17 | -44.25 | 9.56 | 8.66 |
| Sharpe Ratio | NA | 0.06 | 0.86 | -0.03 | NA | NA | NA | … | … | 11.17 | -0.13 | 0.98 | 0.93 | -1.07 | 0.35 | 1.27 |
| Standard Deviation(%) | NA | 30.72 | 27.68 | 30.76 | NA | NA | NA | … | … | 12.66 | 30.92 | 23.15 | 31.18 | 42.26 | 18.77 | 16.75 |
| Draw Down(%) | NA | 30.69 | 30.69 | 62.66 | NA | NA | NA | … | … | 1.17 | 30.69 | 19.79 | 30.34 | 56.42 | 11.35 | 6.24 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.24 | 0.71 | 0.48 | 0.36 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.58 | 0.00 |
Data as of 02/17/2012, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLPX (Principal SmallCap Growth R3) |
-12.53%
Aug 2007 – Aug 2010 |
-3.07%
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 |
|---|---|---|---|---|
| PSLPX (Principal SmallCap Growth R3) |
21.19%
Jan 2009 – Jan 2012 |
-0.62%
Jan 2007 – Jan 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
