Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFBX (Principal Large Cap Value I R5) | NA | -12.20% | 10.35% | 7.28% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFBX (Principal Large Cap Value I R5) | 08/15/2006 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.20 | 10.35 | 7.28 | NA | NA | NA | … | … | -15.26 | 30.01 | 15.85 | -1.96 | 11.30 | 22.34 | -39.43 | 0.25 | 11.19 |
| Sharpe Ratio | NA | -0.55 | 0.57 | 0.39 | NA | NA | NA | … | … | -0.73 | 2.63 | 1.20 | -0.09 | 0.58 | 0.66 | -0.86 | -0.17 | 4.06 |
| Standard Deviation(%) | NA | 22.30 | 16.92 | 18.37 | NA | NA | NA | … | … | 23.35 | 11.39 | 13.25 | 22.54 | 19.33 | 33.80 | 46.80 | 16.69 | 7.12 |
| Draw Down(%) | NA | 18.82 | 18.82 | 21.68 | NA | NA | NA | … | … | 18.82 | 6.16 | 10.90 | 21.68 | 17.82 | 32.89 | 51.97 | 11.54 | 1.65 |
| Yield(%) | 0.00 | 47.60 | 24.70 | 15.81 | 6.69 | 4.46 | 3.34 | … | … | 0.00 | 58.32 | 2.26 | 0.94 | 1.42 | 1.23 | 1.22 | 3.48 | 2.91 |
Data as of 11/20/2014, 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 |
|---|---|---|---|---|
| PAFBX (Principal Large Cap Value I R5) |
-13.84%
Jun 2007 – Jun 2010 |
-4.84%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAFBX (Principal Large Cap Value I R5) |
23.41%
Feb 2009 – Feb 2012 |
20.77%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart