Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLBIX (Principal Large Cap Blend II Inst) | NA | -14.62% | 7.90% | 8.82% | 4.36% | NA | NA | 6.66% |
Data as of 06/16/2015, AR inception is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLBIX (Principal Large Cap Blend II Inst) | 10/01/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.62 | 7.90 | 8.82 | 4.36 | NA | NA | 6.66 | -19.48 | 11.04 | 30.95 | 15.41 | -0.50 | 13.38 | 29.60 | -36.48 | 5.93 | 15.94 | 0.59 | 10.38 | 22.83 | 3.20 |
| Sharpe Ratio | NA | -0.42 | 0.31 | 0.32 | 0.12 | NA | NA | 0.26 | -1.01 | 0.91 | 2.72 | 1.19 | -0.02 | 0.72 | 1.09 | -0.92 | 0.18 | 1.26 | -0.14 | 0.82 | 1.37 | 0.54 |
| Standard Deviation(%) | NA | 34.81 | 25.82 | 27.14 | 30.15 | NA | NA | 20.82 | 37.86 | 12.18 | 11.38 | 13.01 | 22.20 | 18.41 | 27.00 | 40.65 | 16.11 | 10.04 | 11.06 | 11.49 | 16.10 | 23.15 |
| Draw Down(%) | NA | 22.20 | 22.20 | 22.20 | 53.95 | NA | NA | 53.95 | 22.20 | 8.19 | 5.82 | 10.21 | 19.98 | 16.33 | 25.76 | 47.33 | 9.86 | 7.59 | 6.75 | 7.58 | 13.34 | 6.66 |
| Yield(%) | 0.00 | 14.01 | 17.23 | 12.77 | 7.31 | 7.04 | 5.28 | 8.80 | 0.00 | 14.80 | 32.18 | 1.90 | 1.25 | 0.90 | 1.56 | 1.19 | 10.26 | 6.62 | 0.90 | 6.74 | 0.00 | 0.00 |
Data as of 06/16/2015, AR inception is 10/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBIX (Principal Large Cap Blend II Inst) |
-14.13%
Feb 2006 - Feb 2009 |
-6.84%
Feb 2004 - Feb 2009 |
4.54%
May 2005 - May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBIX (Principal Large Cap Blend II Inst) |
24.19%
Feb 2009 - Feb 2012 |
21.96%
Feb 2009 - Feb 2014 |
7.61%
Aug 2004 - Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart