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PMKIX: Principal MidCap Stock Inst (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/19/2007 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 12/04/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 01/19/2007 |
2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 32.7 | -15.1 | 18.5 | -30.6 | -24.2 |
| Sharpe Ratio | NA | 1.09 | -0.53 | 0.69 | -0.8 | -1.38 |
| Draw Down(%) | NA | 27.8 | 64.1 | 27.8 | 47.5 | 31.2 |
| Standard Deviation(%) | NA | 30.0 | 31.1 | 29.0 | 39.4 | 20.5 |
| Treynor Ratio | NA | 0.35 | -0.18 | 0.22 | -0.34 | -0.36 |
| Alpha | NA | -0.03 | -0.06 | -0.01 | 0.02 | -0.13 |
| Beta | NA | 0.92 | 0.9 | 0.91 | 0.92 | 0.8 |
| RSquared | NA | 0.78 | 0.8 | 0.78 | 0.92 | 0.43 |
| Yield(%) | N/A | 0.0 | N/A | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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