Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSGJX (Principal SmallCap Growth J) | NA | 2.03% | 23.92% | -0.32% | NA | NA | NA | 2.79% |
Data as of 02/17/2012, AR inception is 01/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGJX (Principal SmallCap Growth J) | 01/28/2004 | 02/17/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 2.03 | 23.92 | -0.32 | NA | NA | NA | 2.79 | 12.27 | -4.02 | 22.86 | 29.09 | -44.39 | 9.55 | 10.74 | 3.63 | 4.30 |
| Sharpe Ratio | NA | 0.07 | 0.86 | -0.03 | NA | NA | NA | 0.06 | 11.42 | -0.13 | 0.98 | 0.93 | -1.07 | 0.35 | 0.41 | 0.09 | 0.19 |
| Standard Deviation(%) | NA | 30.86 | 27.79 | 30.85 | NA | NA | NA | 26.36 | 12.43 | 31.07 | 23.30 | 31.28 | 42.28 | 18.89 | 18.11 | 15.54 | 18.86 |
| Draw Down(%) | NA | 30.65 | 30.65 | 62.75 | NA | NA | NA | 62.75 | 1.13 | 30.65 | 19.91 | 30.41 | 56.43 | 11.35 | 19.17 | 12.13 | 16.28 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.32 | 1.90 | 1.27 | 0.95 | 2.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.00 | 4.84 | 6.35 | 0.00 |
Data as of 02/17/2012, AR inception is 01/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGJX (Principal SmallCap Growth J) |
-20.65%
Feb 2006 - Feb 2009 |
-9.85%
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 |
|---|---|---|---|---|
| PSGJX (Principal SmallCap Growth J) |
21.16%
Jan 2009 - Jan 2012 |
2.95%
Jul 2006 - Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart