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PITJX: Principal International Growth J (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/01/2002 |
| Last Dividend Date: | 12/31/2010 |
| 12-Mo. Yield | 0.94% |
| Expenses | - |
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Performance Analytics (As of 11/17/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/01/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.6 | 9.8 | -5.3 | 7.3 | -9.8 | 11.0 | 22.4 | -47.3 | 12.0 | 23.4 | 21.4 | 21.6 | 37.2 | 5.6 |
| Sharpe Ratio | NA | -0.21 | 0.38 | -0.22 | 0.27 | -0.48 | 0.5 | 0.84 | -1.15 | 0.46 | 1.38 | 1.93 | 1.59 | 2.77 | 1.13 |
| Draw Down(%) | NA | 24.9 | 26.2 | 63.4 | 63.4 | 24.9 | 18.7 | 26.2 | 56.8 | 13.8 | 17.0 | 6.6 | 11.8 | 13.8 | 6.0 |
| Standard Deviation(%) | NA | 22.7 | 25.7 | 28.0 | 22.4 | 23.0 | 21.8 | 26.6 | 41.9 | 19.4 | 14.6 | 10.0 | 13.0 | 13.2 | 20.8 |
| Treynor Ratio | NA | -0.07 | 0.12 | -0.07 | 0.07 | -0.17 | 0.11 | 0.26 | -0.52 | 0.1 | 0.22 | 0.23 | 0.23 | 0.41 | 0.28 |
| Alpha | NA | -0.01 | -0.04 | -0.06 | -0.01 | 0.0 | -0.01 | -0.04 | -0.04 | -0.01 | 0.0 | 0.03 | 0.02 | 0.02 | 0.01 |
| Beta | NA | 0.67 | 0.83 | 0.88 | 0.87 | 0.64 | 0.97 | 0.85 | 0.93 | 0.92 | 0.9 | 0.85 | 0.9 | 0.89 | 0.85 |
| RSquared | NA | 0.65 | 0.83 | 0.87 | 0.87 | 0.64 | 0.94 | 0.87 | 0.96 | 0.84 | 0.85 | 0.78 | 0.82 | 0.86 | 0.85 |
| Yield(%) | N/A | 0.9 | 1.4 | 4.3 | N/A | 0.0 | 1.0 | 1.2 | 0.8 | 10.0 | 11.2 | 10.0 | 10.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 1.3 | -92.7 | N/A | N/A | -100.0 | 1.3 | -22.8 | -91.9 | -2.5 | 27.7 | 4.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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