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PPSPX: Principal Preferred Securities P (MUTUAL FUND)
Basic Info
Asset Class: | Long-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/19/2001 |
Last Dividend Date: | 02/27/2015 |
12-Mo. Yield | 6.16% |
Expenses | 0.76% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/19/2001 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 8.5 | 8.6 | -9.7 | -7.7 | -4.8 | 3.1 | 10.9 | 1.4 | 19.2 | 1.5 | -57.2 | 1.4 | -37.8 | 1.8 | 15.6 | -1.1 | 4.9 | 25.1 | -20.9 | 12.9 |
Sharpe Ratio | NA | 3.51 | 3.09 | -0.24 | -0.25 | -0.19 | 8.84 | 4.16 | 0.42 | 7.89 | 0.23 | -0.25 | 0.09 | -0.96 | -0.08 | 1.29 | -0.33 | 0.29 | 1.31 | -0.82 | 2.58 |
Draw Down(%) | NA | 0.9 | 5.8 | 58.5 | 76.1 | 76.1 | 0.3 | 0.9 | 5.8 | 1.9 | 9.1 | 57.7 | 26.3 | 45.5 | 8.9 | 7.0 | 7.0 | 12.2 | 14.1 | 31.8 | 5.2 |
Standard Deviation(%) | NA | 2.4 | 2.8 | 40.8 | 34.0 | 30.4 | 1.5 | 2.6 | 3.3 | 2.4 | 6.4 | 165.0 | 34.6 | 40.3 | 16.0 | 9.6 | 9.7 | 13.7 | 18.6 | 27.0 | 20.3 |
Treynor Ratio | NA | 0.97 | 0.97 | 0.08 | 0.08 | 0.06 | 3.08 | 0.99 | 0.08 | -6.22 | -0.28 | 0.22 | -0.06 | 0.36 | 0.02 | 1.11 | 1.21 | -0.38 | -0.42 | 0.15 | 3.14 |
Alpha | NA | 0.03 | 0.03 | 0.05 | 0.02 | 0.02 | 0.05 | 0.04 | 0.01 | 0.07 | 0.01 | -0.2 | -0.01 | -0.13 | 0.01 | 0.05 | -0.01 | 0.02 | 0.1 | -0.01 | 0.16 |
Beta | NA | 0.09 | 0.09 | -1.18 | -1.06 | -0.99 | 0.04 | 0.11 | 0.17 | -0.03 | -0.05 | -1.88 | -0.57 | -1.06 | -0.73 | 0.11 | -0.03 | -0.1 | -0.58 | -1.49 | 0.17 |
RSquared | NA | 0.13 | 0.1 | 0.57 | 0.35 | 0.28 | 0.13 | 0.13 | 0.25 | 0.02 | 0.01 | 0.95 | 0.07 | 0.12 | 0.13 | 0.01 | 0.0 | 0.0 | 0.1 | 0.24 | 0.01 |
Yield(%) | N/A | 6.2 | 7.1 | 6.1 | 1.0 | N/A | 0.8 | 6.4 | 8.0 | 7.0 | 6.7 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -20.8 | 120.8 | N/A | N/A | N/A | -87.3 | -25.0 | 27.3 | 0.0 | 200.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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