Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSVPX (Principal SmallCap Value R5 ) | NA | 1.57% | 19.78% | -1.41% | NA | NA | NA | … | … |
Data as of 02/17/2012, Common starting date is 06/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSVPX (Principal SmallCap Value R5 ) | 06/27/2003 | 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.12 | 1.57 | 19.78 | -1.41 | NA | NA | NA | … | … | 10.37 | -3.32 | 21.18 | 11.14 | -27.98 | -7.47 | 18.49 | 1.43 | 19.60 | 24.15 |
| Sharpe Ratio | NA | 0.05 | 0.69 | -0.06 | NA | NA | NA | … | … | 9.26 | -0.11 | 0.86 | 0.32 | -0.66 | -0.52 | 0.99 | -0.05 | 1.28 | 3.49 |
| Standard Deviation(%) | NA | 29.47 | 28.67 | 32.06 | NA | NA | NA | … | … | 12.14 | 29.84 | 24.58 | 35.04 | 43.65 | 20.11 | 15.45 | 16.18 | 14.62 | 14.90 |
| Draw Down(%) | NA | 28.45 | 28.45 | 57.04 | NA | NA | NA | … | … | 1.17 | 28.45 | 20.72 | 33.70 | 45.08 | 14.91 | 11.30 | 9.78 | 10.65 | 4.57 |
| Yield(%) | 0.00 | 0.18 | 0.72 | 1.78 | 3.67 | 2.45 | 1.84 | … | … | 0.00 | 0.18 | 0.69 | 0.77 | 0.40 | 7.71 | 5.69 | 0.30 | 9.17 | 3.72 |
Data as of 02/17/2012, Common starting date is 06/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSVPX (Principal SmallCap Value R5 ) |
-17.34%
Feb 2006 – Feb 2009 |
-6.79%
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 |
|---|---|---|---|---|
| PSVPX (Principal SmallCap Value R5 ) |
16.17%
Jan 2009 – Jan 2012 |
8.61%
Jul 2003 – Jul 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart