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PCBZX: Principal Core Plus Bond I Institutional (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 | 18.14% |
Expenses | 0.57% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.1 | 2.2 | 3.6 | 5.2 | 0.2 | 4.3 | -1.8 | 8.8 | 3.7 | 7.0 | 6.9 | 6.0 |
Sharpe Ratio | NA | 0.1 | 0.17 | 0.35 | 0.59 | 0.2 | 0.21 | -0.48 | 3.19 | 0.95 | 1.72 | 1.3 | 3.71 |
Draw Down(%) | NA | 13.6 | 13.6 | 13.6 | 13.6 | 2.2 | 13.6 | 5.9 | 1.3 | 3.8 | 4.6 | 5.2 | 2.5 |
Standard Deviation(%) | NA | 20.3 | 12.2 | 10.1 | 8.7 | 2.4 | 20.2 | 3.8 | 2.8 | 3.8 | 4.0 | 5.3 | 7.1 |
Treynor Ratio | NA | 0.12 | 0.04 | 0.06 | 0.09 | 0.02 | 0.11 | -0.02 | 0.13 | 0.08 | 0.1 | 0.11 | 0.58 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.09 |
Beta | NA | 0.18 | 0.56 | 0.59 | 0.58 | 0.26 | 0.39 | 0.89 | 0.69 | 0.47 | 0.67 | 0.63 | 0.46 |
RSquared | NA | 0.0 | 0.03 | 0.06 | 0.11 | 0.25 | 0.0 | 0.78 | 0.6 | 0.36 | 0.79 | 0.69 | 0.37 |
Yield(%) | N/A | 18.1 | 8.2 | 6.8 | N/A | 0.0 | 18.6 | 2.4 | 4.7 | 3.6 | 6.5 | 4.1 | 0.6 |
Dividend Growth(%) | N/A | 648.3 | 89.5 | N/A | N/A | -100.0 | 648.1 | -47.1 | 30.8 | -45.1 | 65.1 | 616.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2008
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