Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/20/2014.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PPMPX (Principal SmallCap Growth II R5) | 7.64% | NA | -10.14% | 14.48% | 13.64% | 5.55% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPMPX (Principal SmallCap Growth II R5) | 06/26/2003 | 11/20/2014 |
The return data shown below all have the same latest date: 11/20/2014.
AR inception is since 06/26/2003.
AR inception is since 06/26/2003.
| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.14 | 14.48 | 13.64 | 5.55 | NA | NA | 7.64 | -16.14 | 47.03 | 16.13 | -4.58 | 28.28 | 31.04 | -42.36 | 5.71 | 8.74 | 7.47 | 10.12 | 24.80 |
| Sharpe Ratio | NA | -0.51 | 0.69 | 0.57 | 0.18 | NA | NA | 0.26 | -0.95 | 2.91 | 0.84 | -0.14 | 1.11 | 0.98 | -1.03 | 0.14 | 0.26 | 0.36 | 0.55 | 2.94 |
| Standard Deviation(%) | NA | 19.94 | 19.83 | 23.66 | 25.89 | NA | NA | 24.60 | 18.87 | 16.13 | 19.32 | 32.03 | 25.42 | 31.60 | 41.87 | 18.67 | 20.92 | 14.70 | 16.78 | 18.01 |
| Draw Down(%) | NA | 23.46 | 23.46 | 31.53 | 60.16 | NA | NA | 60.16 | 23.46 | 5.98 | 15.81 | 31.53 | 17.86 | 26.10 | 54.25 | 13.15 | 18.00 | 9.86 | 18.09 | 6.11 |
| Yield(%) | 0.00 | 11.42 | 6.36 | 4.92 | 4.11 | 3.62 | 2.71 | 4.94 | 0.00 | 15.27 | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 | 6.16 | 7.89 | 5.65 | 2.72 | 0.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPMPX (Principal SmallCap Growth II R5) |
-20.02%
Feb 2006 - Feb 2009 |
-8.38%
Feb 2004 - Feb 2009 |
6.09%
Jun 2004 - Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPMPX (Principal SmallCap Growth II R5) |
30.18%
Feb 2009 - Feb 2012 |
28.50%
Feb 2009 - Feb 2014 |
8.51%
Feb 2004 - Feb 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart