Find A Portfolio/Ticker
Comparison Box
PIIGX: Principal SmallCap Growth III Inst (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/17/2006 |
Last Dividend Date: | 12/06/2007 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/08/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 01/17/2006 |
2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -38.8 | -15.0 | -15.0 | -4.6 | -46.3 | 5.4 | 5.2 |
Sharpe Ratio | NA | -0.84 | -0.51 | -0.55 | -0.32 | -1.05 | 0.13 | 0.09 |
Draw Down(%) | NA | 53.6 | 63.5 | 63.5 | 25.1 | 59.5 | 14.9 | 19.5 |
Standard Deviation(%) | NA | 46.6 | 33.3 | 31.1 | 27.9 | 45.0 | 19.3 | 22.9 |
Treynor Ratio | NA | -0.43 | -0.17 | -0.18 | -0.14 | -0.46 | 0.02 | 0.01 |
Alpha | NA | -0.15 | -0.08 | -0.05 | -0.03 | -0.05 | 0.0 | -0.04 |
Beta | NA | 0.91 | 0.97 | 0.96 | 0.64 | 1.02 | 1.09 | 1.58 |
RSquared | NA | 0.81 | 0.74 | 0.74 | 0.63 | 0.87 | 0.81 | 0.48 |
Yield(%) | N/A | 0.0 | 6.6 | N/A | 0.0 | 0.0 | 8.6 | 9.9 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -17.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |