Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPKSX (Principal SmallCap Value I R4) | NA | 21.56% | -4.43% | -1.05% | NA | NA | NA | … | … |
Data as of 12/10/2010, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPKSX (Principal SmallCap Value I R4) | 06/26/2003 | 12/10/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.56 | -4.43 | -1.05 | NA | NA | NA | … | … | 16.06 | 15.81 | -32.40 | -9.44 | 16.87 | 6.98 | 22.69 | 27.03 |
| Sharpe Ratio | NA | 0.85 | -0.13 | -0.08 | NA | NA | NA | … | … | 0.66 | 0.42 | -0.72 | -0.59 | 0.74 | 0.30 | 1.35 | 3.43 |
| Standard Deviation(%) | NA | 25.23 | 37.85 | 32.11 | NA | NA | NA | … | … | 25.64 | 37.74 | 45.85 | 21.19 | 18.40 | 16.04 | 16.10 | 17.03 |
| Draw Down(%) | NA | 20.87 | 57.55 | 63.04 | NA | NA | NA | … | … | 20.87 | 36.02 | 48.31 | 19.13 | 12.81 | 9.47 | 11.31 | 5.07 |
| Yield(%) | 0.00 | 1.26 | 0.61 | 3.22 | 4.69 | 3.13 | 2.34 | … | … | 0.49 | 0.82 | 0.57 | 7.72 | 6.35 | 8.01 | 6.35 | 5.10 |
Data as of 12/10/2010, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPKSX (Principal SmallCap Value I R4) |
-20.74%
Feb 2006 – Feb 2009 |
-7.88%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPKSX (Principal SmallCap Value I R4) |
18.41%
Sep 2003 – Sep 2006 |
9.33%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart