Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBZX (Principal Core Plus Bond I Institutional) | NA | 2.06% | 2.16% | 3.60% | NA | NA | NA | 5.81% |
Data as of 06/16/2015, AR inception is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBZX (Principal Core Plus Bond I Institutional) | 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 | 2.06 | 2.16 | 3.60 | NA | NA | NA | 5.81 | 0.22 | 4.28 | -1.78 | 8.76 | 3.69 | 6.99 | 6.93 | 5.97 |
| Sharpe Ratio | NA | 0.10 | 0.17 | 0.35 | NA | NA | NA | 0.59 | 0.20 | 0.21 | -0.48 | 3.19 | 0.95 | 1.72 | 1.30 | 3.71 |
| Standard Deviation(%) | NA | 20.27 | 12.23 | 10.13 | NA | NA | NA | 8.67 | 2.38 | 20.20 | 3.75 | 2.75 | 3.84 | 4.00 | 5.25 | 7.11 |
| Draw Down(%) | NA | 13.60 | 13.60 | 13.60 | NA | NA | NA | 13.60 | 2.21 | 13.60 | 5.91 | 1.25 | 3.82 | 4.63 | 5.15 | 2.48 |
| Yield(%) | 0.00 | 18.14 | 8.18 | 6.84 | 4.39 | 2.92 | 2.19 | 7.31 | 0.00 | 18.55 | 2.38 | 4.70 | 3.65 | 6.53 | 4.10 | 0.56 |
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 |
|---|---|---|---|---|
| PCBZX (Principal Core Plus Bond I Institutional) |
2.25%
May 2012 - May 2015 |
3.68%
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 |
|---|---|---|---|---|
| PCBZX (Principal Core Plus Bond I Institutional) |
8.15%
Feb 2009 - Feb 2012 |
6.05%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart