Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPMIX (Principal SmallCap Growth II J) | NA | -11.89% | 13.52% | 12.95% | 4.64% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 04/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPMIX (Principal SmallCap Growth II J) | 04/23/2004 | 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 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.89 | 13.52 | 12.95 | 4.64 | NA | NA | … | … | -17.66 | 46.54 | 15.72 | -4.86 | 28.16 | 30.57 | -42.68 | 4.99 | 8.07 | 6.72 | 6.17 |
| Sharpe Ratio | NA | -0.64 | 0.83 | 0.66 | 0.16 | NA | NA | … | … | -1.09 | 4.11 | 1.15 | -0.20 | 1.10 | 0.97 | -1.04 | 0.11 | 0.22 | 0.31 | 0.48 |
| Standard Deviation(%) | NA | 18.63 | 15.39 | 19.47 | 23.20 | NA | NA | … | … | 17.97 | 11.30 | 13.71 | 24.61 | 25.53 | 31.49 | 41.97 | 18.68 | 21.43 | 14.66 | 16.53 |
| Draw Down(%) | NA | 24.85 | 24.85 | 31.70 | 60.35 | NA | NA | … | … | 24.85 | 5.99 | 15.80 | 31.70 | 17.85 | 26.00 | 54.44 | 13.26 | 18.07 | 10.01 | 13.12 |
| Yield(%) | 0.00 | 25.73 | 14.24 | 10.81 | 5.96 | 4.13 | 3.10 | … | … | 0.00 | 34.29 | 0.00 | 0.00 | 0.64 | 0.00 | 0.00 | 6.73 | 8.50 | 6.02 | 0.00 |
Data as of 11/20/2014, Common starting date is 04/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPMIX (Principal SmallCap Growth II J) |
-20.41%
Feb 2006 – Feb 2009 |
-4.34%
Jun 2004 – Jun 2009 |
5.14%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPMIX (Principal SmallCap Growth II J) |
29.74%
Feb 2009 – Feb 2012 |
28.09%
Feb 2009 – Feb 2014 |
5.96%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart