Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVSIX (Principal SmallCap Value Inst ) | NA | 1.81% | 20.01% | -1.20% | NA | NA | NA | … | … |
Data as of 02/17/2012, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVSIX (Principal SmallCap Value Inst ) | 02/04/2005 | 02/17/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 1.81 | 20.01 | -1.20 | NA | NA | NA | … | … | 10.58 | -3.34 | 21.43 | 11.38 | -27.77 | -7.26 | 18.82 | 2.19 |
| Sharpe Ratio | NA | 0.06 | 0.70 | -0.05 | NA | NA | NA | … | … | 9.50 | -0.11 | 0.87 | 0.32 | -0.65 | -0.51 | 1.01 | 0.01 |
| Standard Deviation(%) | NA | 29.42 | 28.57 | 32.01 | NA | NA | NA | … | … | 12.15 | 29.70 | 24.51 | 34.91 | 43.70 | 20.08 | 15.47 | 16.36 |
| Draw Down(%) | NA | 28.38 | 28.38 | 56.83 | NA | NA | NA | … | … | 1.12 | 28.38 | 20.65 | 33.62 | 45.05 | 14.76 | 11.27 | 9.82 |
| Yield(%) | 0.00 | 0.00 | 0.87 | 1.92 | 1.81 | 1.21 | 0.91 | … | … | 0.00 | 0.00 | 1.05 | 0.99 | 0.66 | 7.99 | 6.04 | 0.56 |
Data as of 02/17/2012, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVSIX (Principal SmallCap Value Inst ) |
-17.12%
Feb 2006 – Feb 2009 |
-4.45%
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 |
|---|---|---|---|---|
| PVSIX (Principal SmallCap Value Inst ) |
16.32%
Jan 2009 – Jan 2012 |
2.05%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart