Find A Portfolio/Ticker
Comparison Box
PSGJX: Principal SmallCap Growth J (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/28/2004 |
| Last Dividend Date: | 12/21/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/17/2012)
Not up-to-date? Try| Last 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) (99%)
- IWO (iShares Russell 2000 Growth ETF) (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) (99%)
- VBK (Vanguard Small-Cap Growth ETF) (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) (23%)
Latest Articles Related to PSGJX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
