Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGVIX (Principal Government & H/Q Bond Inst) | NA | -4.19% | 1.66% | 2.05% | NA | NA | NA | … | … |
Data as of 05/27/2009, Common starting date is 06/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGVIX (Principal Government & H/Q Bond Inst) | 06/05/2003 | 05/27/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.19 | 1.66 | 2.05 | NA | NA | NA | … | … | -2.50 | -1.53 | 4.57 | 4.23 | 2.19 | 3.59 | -2.27 |
| Sharpe Ratio | NA | -0.87 | -0.11 | -0.01 | NA | NA | NA | … | … | -1.97 | -0.41 | 0.40 | 0.34 | -0.01 | 0.99 | -1.11 |
| Standard Deviation(%) | NA | 5.34 | 4.37 | 4.32 | NA | NA | NA | … | … | 3.22 | 6.12 | 3.52 | 2.39 | 5.46 | 2.63 | 4.12 |
| Draw Down(%) | NA | 6.36 | 7.32 | 7.32 | NA | NA | NA | … | … | 3.43 | 7.32 | 2.50 | 1.49 | 5.03 | 2.90 | 4.67 |
| Yield(%) | 0.00 | 4.38 | 4.71 | 4.29 | 2.26 | 1.51 | 1.13 | … | … | 1.02 | 4.93 | 4.83 | 4.68 | 3.79 | 4.01 | 0.45 |
Data as of 05/27/2009, Common starting date is 06/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGVIX (Principal Government & H/Q Bond Inst) |
1.69%
Apr 2006 – Apr 2009 |
1.89%
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 |
|---|---|---|---|---|
| PGVIX (Principal Government & H/Q Bond Inst) |
4.20%
Jan 2005 – Jan 2008 |
2.95%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart