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PCBDX: Principal Core Plus Bond I R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2008 |
| Last Dividend Date: | 12/22/2014 |
| 12-Mo. Yield | 17.74% |
| Expenses | 0.94% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.8 | 1.8 | 3.2 | 4.9 | 0.2 | 3.8 | -2.1 | 8.1 | 3.3 | 6.8 | 6.8 | 5.9 |
| Sharpe Ratio | NA | 0.09 | 0.15 | 0.31 | 0.54 | 0.2 | 0.2 | -0.58 | 1.06 | 0.86 | 1.69 | 1.27 | 3.6 |
| Draw Down(%) | NA | 13.2 | 13.2 | 13.2 | 13.2 | 2.2 | 13.2 | 6.1 | 5.0 | 3.9 | 4.6 | 5.2 | 2.5 |
| Standard Deviation(%) | NA | 19.6 | 11.8 | 10.3 | 8.9 | 2.4 | 19.5 | 3.8 | 7.6 | 3.8 | 4.0 | 5.2 | 7.3 |
| Treynor Ratio | NA | 0.1 | 0.03 | 0.05 | 0.08 | 0.02 | 0.1 | -0.02 | 0.1 | 0.07 | 0.1 | 0.11 | 0.55 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.09 |
| Beta | NA | 0.18 | 0.56 | 0.59 | 0.58 | 0.26 | 0.38 | 0.88 | 0.79 | 0.47 | 0.67 | 0.62 | 0.47 |
| RSquared | NA | 0.0 | 0.03 | 0.06 | 0.1 | 0.26 | 0.0 | 0.76 | 0.1 | 0.35 | 0.78 | 0.66 | 0.38 |
| Yield(%) | N/A | 17.7 | 7.8 | 6.5 | N/A | 0.0 | 18.1 | 1.9 | 4.3 | 3.3 | 6.4 | 3.8 | 0.5 |
| Dividend Growth(%) | N/A | 803.2 | 89.8 | N/A | N/A | -100.0 | 803.2 | -53.4 | 30.0 | -48.6 | 77.0 | 676.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2008
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See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 06/16/2015.Latest Articles Related to PCBDX
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