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PSGJX: Principal SmallCap Growth J (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 01/28/2004 |
Last Dividend Date: | 12/21/2007 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 02/17/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/28/2004 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 2.0 | 23.9 | -0.1 | 2.8 | 12.3 | -4.0 | 22.9 | 29.1 | -44.4 | 9.6 | 10.7 | 3.6 | 4.3 |
Sharpe Ratio | NA | 0.07 | 0.86 | -0.03 | 0.06 | 11.42 | -0.13 | 0.98 | 0.93 | -1.07 | 0.35 | 0.41 | 0.09 | 0.19 |
Draw Down(%) | NA | 30.7 | 30.7 | 62.7 | 62.7 | 1.1 | 30.7 | 19.9 | 30.4 | 56.4 | 11.3 | 19.2 | 12.1 | 16.3 |
Standard Deviation(%) | NA | 30.9 | 27.8 | 30.9 | 26.4 | 12.4 | 31.1 | 23.3 | 31.3 | 42.3 | 18.9 | 18.1 | 15.5 | 18.9 |
Treynor Ratio | NA | 0.02 | 0.27 | -0.01 | 0.02 | 1.83 | -0.05 | 0.24 | 0.32 | -0.47 | 0.06 | 0.07 | 0.01 | 0.04 |
Alpha | NA | -0.03 | -0.05 | -0.07 | -0.03 | 0.07 | -0.01 | -0.02 | -0.03 | -0.04 | 0.0 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.84 | 0.89 | 0.93 | 0.94 | 0.77 | 0.84 | 0.95 | 0.92 | 0.97 | 1.01 | 1.05 | 1.02 | 0.95 |
RSquared | NA | 0.77 | 0.85 | 0.91 | 0.92 | 0.7 | 0.76 | 0.94 | 0.93 | 0.98 | 0.95 | 0.97 | 0.95 | 0.89 |
Yield(%) | N/A | 0.0 | 0.0 | 1.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.0 | 4.8 | 6.4 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 50.0 | -22.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2004
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