Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAGBX (Principal Large Cap Value I R4) | NA | -12.76% | 10.47% | 7.31% | NA | NA | NA | 1.74% |
Data as of 11/20/2014, AR inception is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAGBX (Principal Large Cap Value I R4) | 08/15/2006 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.76 | 10.47 | 7.31 | NA | NA | NA | 1.74 | -15.86 | 29.86 | 15.71 | -0.83 | 11.38 | 22.09 | -39.50 | 0.20 | 11.09 |
| Sharpe Ratio | NA | -0.45 | 0.44 | 0.31 | NA | NA | NA | 0.04 | -0.74 | 2.62 | 1.19 | -0.04 | 0.59 | 0.65 | -0.86 | -0.17 | 4.07 |
| Standard Deviation(%) | NA | 28.68 | 22.12 | 23.58 | NA | NA | NA | 25.81 | 23.90 | 11.38 | 13.21 | 22.53 | 19.30 | 33.88 | 46.88 | 16.71 | 7.06 |
| Draw Down(%) | NA | 19.28 | 19.28 | 21.76 | NA | NA | NA | 61.48 | 19.28 | 6.20 | 10.90 | 21.76 | 17.67 | 32.93 | 52.01 | 11.56 | 1.58 |
| Yield(%) | 0.00 | 48.49 | 25.05 | 16.00 | 6.73 | 4.49 | 3.36 | 8.41 | 0.00 | 59.31 | 1.93 | 1.20 | 1.47 | 1.21 | 1.19 | 3.37 | 2.79 |
Data as of 11/20/2014, AR inception is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGBX (Principal Large Cap Value I R4) |
-13.90%
Jun 2007 - Jun 2010 |
-4.87%
Sep 2006 - Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGBX (Principal Large Cap Value I R4) |
23.83%
Feb 2009 - Feb 2012 |
20.97%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart