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PSLPX: Principal SmallCap Growth R3 (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/15/2006 |
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 08/15/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 2.0 | 24.0 | -0.1 | 2.3 | 12.2 | -4.0 | 22.9 | 29.2 | -44.2 | 9.6 | 8.7 |
Sharpe Ratio | NA | 0.06 | 0.86 | -0.03 | 0.05 | 11.17 | -0.13 | 0.98 | 0.93 | -1.07 | 0.35 | 1.27 |
Draw Down(%) | NA | 30.7 | 30.7 | 62.7 | 62.7 | 1.2 | 30.7 | 19.8 | 30.3 | 56.4 | 11.3 | 6.2 |
Standard Deviation(%) | NA | 30.7 | 27.7 | 30.8 | 29.5 | 12.7 | 30.9 | 23.2 | 31.2 | 42.3 | 18.8 | 16.8 |
Treynor Ratio | NA | 0.02 | 0.27 | -0.01 | 0.01 | 1.8 | -0.05 | 0.24 | 0.32 | -0.47 | 0.07 | 0.19 |
Alpha | NA | -0.03 | -0.05 | -0.07 | -0.04 | 0.07 | -0.01 | -0.02 | -0.03 | -0.04 | 0.0 | -0.05 |
Beta | NA | 0.86 | 0.89 | 0.94 | 0.94 | 0.79 | 0.85 | 0.94 | 0.91 | 0.97 | 1.0 | 1.1 |
RSquared | NA | 0.79 | 0.86 | 0.92 | 0.92 | 0.69 | 0.78 | 0.94 | 0.93 | 0.98 | 0.95 | 0.81 |
Yield(%) | N/A | 0.0 | 0.0 | 1.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.6 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2006
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