Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMGX (Principal Discp Large Cap Blend A) | NA | 5.76% | 12.66% | -2.04% | 2.26% | 2.90% | NA | … | … |
Data as of 11/17/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMGX (Principal Discp Large Cap Blend A) | 06/21/1996 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.76 | 12.66 | -2.04 | 2.26 | 2.90 | NA | … | … | -1.43 | 12.31 | 21.74 | -38.41 | 6.94 | 13.33 | 13.16 | 9.33 | 18.02 | -14.14 | -6.64 | -0.70 | 0.63 | 11.21 | 17.29 | 8.94 |
| Sharpe Ratio | NA | 0.29 | 0.52 | -0.12 | 0.05 | NA | NA | … | … | -0.08 | 0.67 | 0.82 | -0.98 | 0.23 | 0.94 | 0.94 | 1.08 | 1.75 | -1.02 | -0.73 | -0.35 | -0.31 | 0.85 | 1.49 | 1.99 |
| Standard Deviation(%) | NA | 19.85 | 24.32 | 25.70 | 19.84 | NA | NA | … | … | 20.67 | 18.36 | 26.47 | 39.99 | 16.39 | 10.64 | 11.54 | 7.76 | 9.91 | 14.95 | 12.65 | 14.11 | 8.86 | 9.12 | 9.07 | 7.03 |
| Draw Down(%) | NA | 19.34 | 25.29 | 54.80 | 54.80 | NA | NA | … | … | 19.34 | 16.89 | 25.29 | 48.48 | 9.93 | 8.67 | 5.11 | 5.90 | 7.69 | 21.14 | 17.19 | 8.32 | 9.65 | 10.10 | 5.80 | 4.48 |
| Yield(%) | 0.00 | 5.27 | 3.11 | 4.10 | 3.43 | 4.36 | 3.58 | … | … | 0.00 | 5.42 | 0.98 | 0.76 | 12.78 | 3.14 | 2.66 | 1.86 | 1.53 | 1.64 | 2.56 | 3.55 | 6.92 | 5.84 | 10.13 | 11.28 |
Data as of 11/17/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMGX (Principal Discp Large Cap Blend A) |
-15.51%
Feb 2006 – Feb 2009 |
-5.59%
Feb 2004 – Feb 2009 |
-2.88%
Feb 1999 – Feb 2009 |
2.71%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMGX (Principal Discp Large Cap Blend A) |
15.71%
Mar 2003 – Mar 2006 |
13.21%
Sep 2002 – Sep 2007 |
5.89%
Apr 1997 – Apr 2007 |
4.05%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart