Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSUAX (Principal SmallCap Value A) | NA | 1.14% | 19.34% | -1.76% | NA | NA | NA | 0.80% |
Data as of 02/17/2012, AR inception is 11/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSUAX (Principal SmallCap Value A) | 11/07/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 1.14 | 19.34 | -1.76 | NA | NA | NA | 0.80 | 10.42 | -3.84 | 20.77 | 10.78 | -28.21 | -7.76 | 17.85 | -5.35 |
| Sharpe Ratio | NA | 0.04 | 0.67 | -0.07 | NA | NA | NA | -0.02 | 9.13 | -0.13 | 0.84 | 0.31 | -0.67 | -0.54 | 0.95 | -1.54 |
| Standard Deviation(%) | NA | 29.77 | 28.77 | 32.08 | NA | NA | NA | 29.35 | 12.40 | 30.13 | 24.51 | 35.02 | 43.61 | 20.07 | 15.44 | 21.91 |
| Draw Down(%) | NA | 28.49 | 28.49 | 57.32 | NA | NA | NA | 57.32 | 1.25 | 28.49 | 20.78 | 33.73 | 45.18 | 15.04 | 11.35 | 9.86 |
| Yield(%) | 0.00 | 0.02 | 0.42 | 1.60 | 1.38 | 0.92 | 0.69 | 2.29 | 0.00 | 0.02 | 0.52 | 0.43 | 0.11 | 7.48 | 5.22 | 0.00 |
Data as of 02/17/2012, AR inception is 11/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSUAX (Principal SmallCap Value A) |
-17.62%
Feb 2006 - Feb 2009 |
-4.98%
Sep 2006 - Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSUAX (Principal SmallCap Value A) |
15.71%
Jan 2009 - Jan 2012 |
0.87%
Dec 2005 - Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart