Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/16/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBEX (Principal Core Plus Bond I R-5) | NA | 1.97% | 1.96% | 3.39% | NA | NA | NA | 5.60% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBEX (Principal Core Plus Bond I R-5) | 10/02/2008 | 06/16/2015 |
The return data shown below all have the same latest date: 06/16/2015.
AR inception is since 10/02/2008.
AR inception is since 10/02/2008.
| 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 | 1.97 | 1.96 | 3.39 | NA | NA | NA | 5.60 | 0.32 | 3.99 | -2.02 | 8.36 | 3.54 | 6.94 | 6.71 | 5.97 |
| Sharpe Ratio | NA | 0.10 | 0.16 | 0.34 | NA | NA | NA | 0.58 | 0.29 | 0.20 | -0.55 | 3.08 | 0.92 | 1.75 | 1.26 | 3.63 |
| Standard Deviation(%) | NA | 19.87 | 11.98 | 9.91 | NA | NA | NA | 8.52 | 2.42 | 19.80 | 3.70 | 2.72 | 3.81 | 3.90 | 5.25 | 7.26 |
| Draw Down(%) | NA | 13.36 | 13.36 | 13.36 | NA | NA | NA | 13.36 | 2.21 | 13.36 | 5.93 | 1.25 | 3.82 | 4.63 | 5.07 | 2.48 |
| Yield(%) | 0.00 | 17.90 | 7.93 | 6.60 | 4.25 | 2.84 | 2.13 | 7.09 | 0.00 | 18.28 | 2.07 | 4.49 | 3.42 | 6.58 | 3.89 | 0.56 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBEX (Principal Core Plus Bond I R-5) |
2.05%
May 2012 - May 2015 |
3.44%
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 |
|---|---|---|---|---|
| PCBEX (Principal Core Plus Bond I R-5) |
8.01%
Feb 2009 - Feb 2012 |
5.86%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart