Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDPBX (Principal Discp Large Cap Blend R5 ) | NA | 6.07% | 13.03% | -2.42% | NA | NA | NA | … | … |
Data as of 11/17/2011, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDPBX (Principal Discp Large Cap Blend R5 ) | 08/15/2006 | 11/17/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.07 | 13.03 | -2.42 | NA | NA | NA | … | … | -1.19 | 12.69 | 22.06 | -38.18 | 6.93 | 6.37 |
| Sharpe Ratio | NA | 0.30 | 0.53 | -0.13 | NA | NA | NA | … | … | -0.07 | 0.68 | 0.83 | -0.98 | 0.23 | 1.59 |
| Standard Deviation(%) | NA | 19.79 | 24.29 | 25.71 | NA | NA | NA | … | … | 20.60 | 18.48 | 26.57 | 39.84 | 16.40 | 8.99 |
| Draw Down(%) | NA | 19.23 | 25.34 | 54.66 | NA | NA | NA | … | … | 19.23 | 16.82 | 25.34 | 48.38 | 9.97 | 2.79 |
| Yield(%) | 0.00 | 5.65 | 3.60 | 3.70 | 2.00 | 1.33 | 1.00 | … | … | 0.00 | 5.82 | 1.37 | 1.11 | 12.86 | 0.00 |
Data as of 11/17/2011, 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 |
|---|---|---|---|---|
| PDPBX (Principal Discp Large Cap Blend R5 ) |
-11.43%
Jun 2007 – Jun 2010 |
-3.11%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDPBX (Principal Discp Large Cap Blend R5 ) |
8.56%
Oct 2008 – Oct 2011 |
-2.14%
Oct 2006 – Oct 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart