Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCCBX (Principal Large Cap Value B) | NA | 5.55% | 16.45% | 13.26% | -2.75% | -0.95% | NA | 0.99% |
Data as of 06/16/2015, AR inception is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCBX (Principal Large Cap Value B) | 07/01/1996 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.55 | 16.45 | 13.26 | -2.75 | -0.95 | NA | 0.99 | 1.10 | 9.58 | 29.14 | 16.88 | -0.11 | 12.10 | 13.34 | -36.25 | -1.23 | 17.10 | -50.38 | 11.34 | 23.82 | -14.79 | -9.29 | -0.86 | -7.62 | 11.29 | 27.53 | 11.07 |
| Sharpe Ratio | NA | 0.50 | 1.36 | 0.84 | -0.07 | NA | NA | -0.11 | 0.27 | 0.78 | 2.33 | 1.25 | -0.01 | 0.60 | 0.46 | -0.88 | -0.25 | 1.36 | -0.69 | 0.88 | 1.48 | -0.69 | -0.73 | -0.28 | -0.76 | 0.47 | -1.85 | 1.85 |
| Standard Deviation(%) | NA | 11.08 | 12.14 | 15.76 | 49.10 | NA | NA | 25.70 | 8.95 | 12.32 | 12.50 | 13.55 | 23.44 | 20.00 | 29.03 | 41.89 | 17.01 | 10.20 | 76.13 | 11.81 | 15.60 | 23.04 | 16.17 | 17.48 | 14.22 | 16.93 | 14.88 | 10.65 |
| Draw Down(%) | NA | 9.51 | 9.51 | 22.68 | 74.74 | NA | NA | 76.68 | 4.00 | 9.51 | 7.02 | 11.44 | 22.68 | 18.54 | 30.24 | 46.99 | 12.79 | 8.03 | 55.91 | 9.39 | 13.30 | 29.30 | 21.73 | 12.77 | 17.90 | 17.86 | 9.26 | 7.55 |
| Yield(%) | 0.00 | 10.02 | 8.57 | 6.07 | 2.30 | 2.02 | 3.64 | 4.05 | 0.00 | 10.63 | 10.47 | 0.19 | 0.00 | 0.00 | 0.04 | 0.32 | 8.37 | 5.43 | 6.67 | 0.52 | 0.20 | 0.40 | 0.08 | 4.22 | 9.31 | 7.54 | 10.90 | 15.48 |
Data as of 06/16/2015, AR inception is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCBX (Principal Large Cap Value B) |
-20.79%
Jun 2005 - Jun 2008 |
-20.95%
Feb 2004 - Feb 2009 |
-11.64%
Feb 1999 - Feb 2009 |
-3.59%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCBX (Principal Large Cap Value B) |
21.64%
Sep 2011 - Sep 2014 |
19.70%
Feb 2009 - Feb 2014 |
-1.28%
Mar 2003 - Mar 2013 |
-0.58%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart