Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/27/2009.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGSSX (Principal Government & H/Q Bond R4) | NA | -4.45% | 1.25% | 1.63% | NA | NA | NA | 1.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGSSX (Principal Government & H/Q Bond R4) | 06/26/2003 | 05/27/2009 |
The return data shown below all have the same latest date: 05/27/2009.
AR inception is since 06/26/2003.
AR inception is since 06/26/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.45 | 1.25 | 1.63 | NA | NA | NA | 1.50 | -2.50 | -2.31 | 4.29 | 3.90 | 1.68 | 3.26 | -0.57 |
| Sharpe Ratio | NA | -0.93 | -0.18 | -0.11 | NA | NA | NA | -0.15 | -2.00 | -0.54 | 0.36 | 0.25 | -0.19 | 0.86 | -0.42 |
| Standard Deviation(%) | NA | 5.27 | 4.35 | 3.73 | NA | NA | NA | 3.72 | 3.16 | 6.03 | 3.51 | 2.47 | 2.58 | 2.69 | 4.17 |
| Draw Down(%) | NA | 6.36 | 7.90 | 7.90 | NA | NA | NA | 7.90 | 3.55 | 7.90 | 2.53 | 1.60 | 2.13 | 2.88 | 3.69 |
| Yield(%) | 0.00 | 4.05 | 4.36 | 3.92 | 2.20 | 1.46 | 1.10 | 4.39 | 0.93 | 4.56 | 4.47 | 4.28 | 3.40 | 3.59 | 1.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGSSX (Principal Government & H/Q Bond R4) |
1.25%
Apr 2006 - Apr 2009 |
1.45%
Mar 2004 - Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGSSX (Principal Government & H/Q Bond R4) |
3.83%
Jan 2005 - Jan 2008 |
2.76%
Jul 2003 - Jul 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart