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PLBIX: Principal Large Cap Blend II Inst (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/01/2002 |
Last Dividend Date: | 12/22/2014 |
12-Mo. Yield | 14.01% |
Expenses | 0.74% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/01/2002 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -14.6 | 8.0 | 8.8 | 4.4 | 6.3 | -19.5 | 11.0 | 30.9 | 15.4 | -0.5 | 13.4 | 29.6 | -36.5 | 5.9 | 15.9 | 0.6 | 10.4 | 22.8 | 3.2 |
Sharpe Ratio | NA | -0.42 | 0.31 | 0.32 | 0.12 | 0.26 | -1.01 | 0.91 | 2.72 | 1.19 | -0.02 | 0.72 | 1.09 | -0.92 | 0.18 | 1.26 | -0.14 | 0.82 | 1.37 | 0.54 |
Draw Down(%) | NA | 22.2 | 22.2 | 22.2 | 54.0 | 54.0 | 22.2 | 8.2 | 5.8 | 10.2 | 20.0 | 16.3 | 25.8 | 47.3 | 9.9 | 7.6 | 6.8 | 7.6 | 13.3 | 6.7 |
Standard Deviation(%) | NA | 34.8 | 25.8 | 27.1 | 30.2 | 20.8 | 37.9 | 12.2 | 11.4 | 13.0 | 22.2 | 18.4 | 27.0 | 40.6 | 16.1 | 10.0 | 11.1 | 11.5 | 16.1 | 23.2 |
Treynor Ratio | NA | -0.16 | 0.08 | 0.1 | 0.04 | 0.06 | -0.53 | 0.11 | 0.3 | 0.16 | -0.01 | 0.14 | 0.31 | -0.38 | 0.03 | 0.13 | -0.02 | 0.09 | 0.0 | 0.0 |
Alpha | NA | -0.12 | -0.05 | -0.04 | -0.03 | 0.0 | -0.18 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | NA | NA |
Beta | NA | 0.89 | 0.97 | 0.89 | 0.96 | 0.96 | 0.72 | 1.03 | 1.02 | 0.98 | 0.82 | 0.98 | 0.96 | 0.99 | 1.01 | 0.98 | 0.99 | 1.01 | NA | NA |
RSquared | NA | 0.12 | 0.26 | 0.35 | 0.58 | 0.76 | 0.06 | 0.94 | 0.99 | 0.94 | 0.76 | 0.95 | 0.94 | 1.0 | 0.99 | 0.98 | 0.85 | 0.87 | 0.0 | 0.0 |
Yield(%) | N/A | 14.0 | 17.2 | 12.8 | 7.3 | N/A | 0.0 | 14.8 | 32.2 | 1.9 | 1.2 | 0.9 | 1.6 | 1.1 | 10.2 | 6.6 | 0.9 | 6.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -56.9 | 1608.2 | 151.8 | N/A | N/A | -100.0 | -56.9 | 1861.1 | 50.0 | 50.0 | -27.3 | -8.3 | -89.5 | 65.2 | 666.7 | -86.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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