Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCVIX (Principal SmallCap Value III Inst) | NA | -30.88% | -25.86% | -13.40% | NA | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCVIX (Principal SmallCap Value III Inst) | 10/01/2002 | 07/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.88 | -25.86 | -13.40 | NA | NA | NA | … | … | -7.81 | -30.41 | -30.09 | -5.65 | -0.18 | 17.88 | 37.87 | 6.96 |
| Sharpe Ratio | NA | -0.60 | -0.66 | -0.42 | NA | NA | NA | … | … | -0.34 | -0.70 | -1.05 | -0.37 | -0.15 | 1.25 | 2.32 | 1.20 |
| Standard Deviation(%) | NA | 52.27 | 42.27 | 36.59 | NA | NA | NA | … | … | 43.13 | 44.74 | 31.64 | 24.21 | 15.49 | 13.53 | 16.01 | 24.91 |
| Draw Down(%) | NA | 56.17 | 73.74 | 73.74 | NA | NA | NA | … | … | 35.93 | 47.38 | 38.53 | 18.18 | 10.33 | 9.88 | 12.33 | 9.81 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/08/2009, Common starting date is 10/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVIX (Principal SmallCap Value III Inst) |
-31.23%
Feb 2006 – Feb 2009 |
-17.42%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVIX (Principal SmallCap Value III Inst) |
23.33%
Mar 2003 – Mar 2006 |
7.11%
Nov 2002 – Nov 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart