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PPZSX: LARGECAP BLEND FUND II R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/26/2003 |
| Last Dividend Date: | 12/22/2014 |
| 12-Mo. Yield | 13.74% |
| Expenses | 1.11% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/26/2003 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -14.8 | 7.7 | 8.5 | 4.0 | 5.2 | -19.5 | 10.5 | 30.6 | 15.0 | -0.9 | 13.3 | 29.3 | -36.8 | 5.3 | 15.6 | 0.2 | 9.9 | 11.5 |
| Sharpe Ratio | NA | -0.43 | 0.3 | 0.31 | 0.1 | 0.21 | -1.01 | 0.86 | 2.68 | 1.16 | -0.04 | 0.72 | 1.09 | -0.93 | 0.14 | 1.23 | -0.18 | 0.78 | 1.88 |
| Draw Down(%) | NA | 22.1 | 22.1 | 22.1 | 54.3 | 54.3 | 22.1 | 8.2 | 5.8 | 10.2 | 20.1 | 16.0 | 25.8 | 47.6 | 9.9 | 7.7 | 6.8 | 7.8 | 4.4 |
| Standard Deviation(%) | NA | 34.7 | 25.7 | 27.0 | 30.0 | 20.8 | 37.8 | 12.2 | 11.4 | 13.0 | 22.3 | 18.3 | 26.9 | 40.5 | 16.1 | 10.1 | 11.0 | 11.5 | 12.2 |
| Treynor Ratio | NA | -0.17 | 0.08 | 0.09 | 0.03 | 0.04 | -0.53 | 0.1 | 0.3 | 0.15 | -0.01 | 0.14 | 0.31 | -0.38 | 0.02 | 0.13 | -0.02 | 0.09 | 0.0 |
| Alpha | NA | -0.12 | -0.05 | -0.04 | -0.04 | -0.01 | -0.18 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | NA |
| Beta | NA | 0.9 | 0.97 | 0.9 | 0.96 | 0.96 | 0.73 | 1.03 | 1.02 | 0.98 | 0.83 | 0.97 | 0.96 | 0.99 | 1.01 | 0.98 | 0.99 | 1.01 | NA |
| RSquared | NA | 0.12 | 0.26 | 0.35 | 0.58 | 0.81 | 0.07 | 0.94 | 0.99 | 0.94 | 0.78 | 0.95 | 0.94 | 1.0 | 0.99 | 0.98 | 0.85 | 0.86 | 0.0 |
| Yield(%) | N/A | 13.7 | 16.9 | 12.4 | 7.0 | N/A | 0.0 | 14.5 | 31.8 | 1.4 | 0.9 | 0.9 | 1.2 | 0.8 | 9.9 | 6.2 | 0.5 | 6.7 | 0.6 |
| Dividend Growth(%) | N/A | -57.3 | 1969.6 | 162.5 | N/A | N/A | -100.0 | -57.3 | 2503.7 | 57.6 | 3.7 | 2.5 | -9.1 | -92.0 | 71.1 | 1136.5 | -92.1 | 1198.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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See LARGE BLEND Asset Class Trend Rankings |
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