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PPMGX: Principal MidCap Growth III A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2000 |
| Last Dividend Date: | 04/30/2010 |
| 12-Mo. Yield | 0.49% |
| Expenses | - |
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Performance Analytics (As of 12/10/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/08/2000 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 21.7 | -5.1 | 2.0 | 2.5 | 0.4 | 16.9 | 43.9 | -48.8 | 23.8 | 5.0 | 62.7 | 10.6 | 47.4 | -33.3 | -28.1 | -27.0 |
| Sharpe Ratio | NA | 0.98 | -0.16 | 0.01 | 0.03 | -0.04 | 0.79 | 1.41 | -1.12 | 1.09 | 0.09 | 1.46 | 0.56 | 2.11 | -1.08 | -0.82 | -1.3 |
| Draw Down(%) | NA | 17.5 | 59.7 | 59.9 | 63.1 | 69.9 | 17.5 | 23.3 | 58.9 | 12.1 | 18.7 | 10.1 | 19.7 | 12.9 | 43.4 | 46.5 | 36.4 |
| Standard Deviation(%) | NA | 22.1 | 34.0 | 28.7 | 30.4 | 31.1 | 22.5 | 31.2 | 44.4 | 19.0 | 17.5 | 41.3 | 17.3 | 22.1 | 31.8 | 37.6 | 52.5 |
| Treynor Ratio | NA | 0.22 | -0.06 | 0.0 | 0.01 | -0.01 | 0.18 | 0.44 | -0.53 | 0.2 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | 0.01 | 0.01 | -0.03 | 0.01 | -0.03 | 0.02 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.95 | 0.96 | 0.96 | 0.96 | 0.97 | 1.0 | 0.93 | 1.06 | 1.12 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.95 | 0.89 | 0.36 | 0.34 | 0.95 | 0.91 | 0.97 | 0.92 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 2.3 | 2.3 | 1.4 | N/A | 0.5 | 0.0 | 0.0 | 8.1 | 3.0 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 131.2 | 1525.4 | N/A | N/A | N/A | N/A | -100.0 | 172.7 | 320.9 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2000
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See Mid-Cap Growth Asset Class Trend Rankings |
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