Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBDX (Principal Core Plus Bond I R-4) | NA | 1.82% | 1.83% | 3.20% | NA | NA | NA | 5.44% |
Data as of 06/16/2015, AR inception is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBDX (Principal Core Plus Bond I R-4) | 10/02/2008 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.82 | 1.83 | 3.20 | NA | NA | NA | 5.44 | 0.21 | 3.85 | -2.14 | 8.08 | 3.34 | 6.81 | 6.77 | 5.92 |
| Sharpe Ratio | NA | 0.09 | 0.15 | 0.31 | NA | NA | NA | 0.54 | 0.20 | 0.20 | -0.58 | 1.06 | 0.86 | 1.69 | 1.27 | 3.60 |
| Standard Deviation(%) | NA | 19.57 | 11.81 | 10.27 | NA | NA | NA | 8.87 | 2.39 | 19.52 | 3.78 | 7.64 | 3.85 | 3.98 | 5.25 | 7.26 |
| Draw Down(%) | NA | 13.24 | 13.24 | 13.24 | NA | NA | NA | 13.24 | 2.20 | 13.24 | 6.09 | 5.00 | 3.90 | 4.62 | 5.15 | 2.48 |
| Yield(%) | 0.00 | 17.74 | 7.78 | 6.47 | 4.16 | 2.78 | 2.08 | 6.94 | 0.00 | 18.11 | 1.93 | 4.30 | 3.31 | 6.45 | 3.76 | 0.51 |
Data as of 06/16/2015, AR inception is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBDX (Principal Core Plus Bond I R-4) |
1.92%
May 2012 - May 2015 |
3.26%
Apr 2010 - Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBDX (Principal Core Plus Bond I R-4) |
7.86%
Feb 2009 - Feb 2012 |
5.72%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart