Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCPGX (Principal SmallCap Growth Inst ) | NA | 5.90% | 26.04% | NA | NA | NA | NA | … | … |
Data as of 02/17/2012, Common starting date is 05/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCPGX (Principal SmallCap Growth Inst ) | 05/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 5.90 | 26.04 | NA | NA | NA | NA | … | … | 15.53 | -3.06 | 23.60 | 30.12 | -44.04 | 2.43 |
| Sharpe Ratio | NA | 0.19 | 0.93 | NA | NA | NA | NA | … | … | 15.40 | -0.10 | 1.01 | 0.96 | -1.06 | 0.04 |
| Standard Deviation(%) | NA | 31.12 | 27.90 | NA | NA | NA | NA | … | … | 13.06 | 31.25 | 23.34 | 31.25 | 42.18 | 20.46 |
| Draw Down(%) | NA | 30.66 | 30.66 | NA | NA | NA | NA | … | … | 1.14 | 30.66 | 19.71 | 30.25 | 56.17 | 11.23 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.22 | 0.61 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 6.11 |
Data as of 02/17/2012, Common starting date is 05/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCPGX (Principal SmallCap Growth Inst ) |
-12.07%
Aug 2007 – Aug 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCPGX (Principal SmallCap Growth Inst ) |
22.16%
Jan 2009 – Jan 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart