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PPXJX: Principal Large Cap Blend I J (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/28/2004 |
| Last Dividend Date: | 12/21/2009 |
| 12-Mo. Yield | 0.98% |
| Expenses | - |
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Performance Analytics (As of 09/02/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/28/2004 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.1 | -9.4 | -2.1 | -0.2 | -1.4 | 21.4 | -36.7 | 1.8 | 13.0 | 5.4 | 7.2 |
| Sharpe Ratio | NA | 0.56 | -0.33 | -0.15 | -0.08 | -0.11 | 0.79 | -0.92 | -0.08 | 0.96 | 0.31 | 0.6 |
| Draw Down(%) | NA | 16.4 | 56.0 | 56.0 | 56.0 | 16.4 | 27.5 | 47.7 | 11.2 | 8.4 | 6.8 | 7.6 |
| Standard Deviation(%) | NA | 18.0 | 30.6 | 25.1 | 22.2 | 18.9 | 27.0 | 40.7 | 16.3 | 10.2 | 10.6 | 11.4 |
| Treynor Ratio | NA | 0.11 | -0.1 | -0.04 | -0.02 | -0.03 | 0.22 | -0.38 | -0.01 | 0.1 | 0.03 | 0.07 |
| Alpha | NA | -0.01 | -0.05 | -0.05 | -0.02 | 0.0 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.88 | 0.97 | 0.98 | 0.98 | 0.85 | 0.96 | 0.99 | 1.02 | 0.98 | 1.01 | 1.0 |
| RSquared | NA | 0.88 | 0.96 | 0.96 | 0.96 | 0.85 | 0.94 | 0.99 | 0.98 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | 1.0 | 1.6 | 1.3 | N/A | 0.0 | 1.0 | 0.9 | 3.4 | 0.0 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | -21.3 | 719.0 | N/A | N/A | -100.0 | -21.3 | -75.9 | 8200.0 | -92.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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