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Saturday, December 19, 2009, 11:05AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Principal Equity Income Inst (PEIIX)On Dec 18: 15.33  Up 0.07 (0.46%)  
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Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Below average
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2004):19.09%
Worst 1 Yr Total Return (2008):-33.92%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticPEIIXCategory
Alpha (against Standard Index)-0.53-1.37
Beta (against Standard Index)0.971.02
Mean Annual Return-6.07-0.45
R-squared (against Standard Index)9794.58
Standard Deviation19.5720.79
Sharpe Ratio-0.34N/A
Treynor Ratio-8.59N/A
5 Years
StatisticPEIIXCategory
Alpha (against Standard Index)1.00-0.29
Beta (against Standard Index)0.971.01
Mean Annual Return1.790.14
R-squared (against Standard Index)9693.49
Standard Deviation15.8016.81
Sharpe Ratio0.01N/A
Treynor Ratio-1.25N/A
10 Years
StatisticPEIIXCategory
Alpha (against Standard Index)5.682.74
Beta (against Standard Index)0.770.88
Mean Annual Return6.120.31
R-squared (against Standard Index)8281.33
Standard Deviation13.8315.97
Sharpe Ratio0.29N/A
Treynor Ratio4.14N/A

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