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PHIPX: Principal H/Q Interm-Term Bond R5 (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/26/2003 |
Last Dividend Date: | 12/21/2009 |
12-Mo. Yield | 5.15% |
Expenses | - |
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Performance Analytics (As of 08/03/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/26/2003 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.0 | -2.4 | -0.2 | 0.6 | 2.3 | 10.7 | -19.1 | 2.9 | 4.1 | 2.4 | 4.0 | -0.4 |
Sharpe Ratio | NA | 1.08 | -0.44 | -0.33 | -0.18 | 1.08 | 1.19 | -2.78 | -0.04 | 0.26 | 0.07 | 0.85 | -0.27 |
Draw Down(%) | NA | 5.6 | 25.3 | 25.3 | 25.3 | 2.5 | 7.5 | 23.1 | 2.5 | 2.0 | 2.2 | 4.1 | 4.0 |
Standard Deviation(%) | NA | 8.3 | 7.1 | 5.9 | 5.3 | 3.5 | 9.0 | 7.2 | 3.8 | 2.9 | 2.9 | 3.6 | 5.0 |
Treynor Ratio | NA | 0.23 | -0.05 | -0.03 | -0.02 | 0.09 | 0.21 | -0.31 | 0.0 | 0.01 | 0.0 | 0.04 | -0.02 |
Alpha | NA | 0.01 | -0.03 | -0.02 | -0.01 | -0.01 | 0.01 | -0.07 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.38 | 0.59 | 0.6 | 0.63 | 0.42 | 0.5 | 0.64 | 0.7 | 0.71 | 0.62 | 0.7 | 0.84 |
RSquared | NA | 0.05 | 0.31 | 0.35 | 0.42 | 0.31 | 0.15 | 0.48 | 0.73 | 0.78 | 0.62 | 0.85 | 0.84 |
Yield(%) | N/A | 5.1 | 5.0 | 4.3 | N/A | 0.0 | 5.3 | 6.6 | 4.8 | 3.9 | 3.4 | 3.9 | 2.3 |
Dividend Growth(%) | N/A | -40.2 | 56.6 | N/A | N/A | -100.0 | -41.2 | 36.0 | 22.0 | 13.9 | -12.2 | 64.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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