Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVPIX (Principal Large Cap Value I Inst) | NA | -12.64% | 5.33% | 4.26% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVPIX (Principal Large Cap Value I Inst) | 01/17/2006 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.64 | 5.33 | 4.26 | NA | NA | NA | … | … | -15.78 | 30.42 | 1.02 | -2.22 | 11.47 | 22.53 | -39.25 | 0.47 | 15.35 |
| Sharpe Ratio | NA | -0.55 | 0.24 | 0.22 | NA | NA | NA | … | … | -0.73 | 2.65 | 0.05 | -0.10 | 0.59 | 0.66 | -0.86 | -0.16 | 1.30 |
| Standard Deviation(%) | NA | 22.81 | 19.04 | 19.60 | NA | NA | NA | … | … | 23.89 | 11.44 | 19.54 | 22.68 | 19.26 | 33.81 | 46.85 | 16.70 | 9.72 |
| Draw Down(%) | NA | 19.28 | 22.45 | 22.45 | NA | NA | NA | … | … | 19.28 | 6.18 | 22.45 | 21.98 | 17.88 | 32.77 | 51.86 | 11.45 | 7.53 |
| Yield(%) | 0.00 | 48.57 | 25.38 | 16.28 | 7.20 | 4.80 | 3.60 | … | … | 0.00 | 59.64 | 2.36 | 1.62 | 1.48 | 1.56 | 1.46 | 3.73 | 3.31 |
Data as of 11/20/2014, Common starting date is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVPIX (Principal Large Cap Value I Inst) |
-18.30%
Feb 2006 – Feb 2009 |
-7.37%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVPIX (Principal Large Cap Value I Inst) |
23.38%
Feb 2009 – Feb 2012 |
17.55%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart