Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIOIX (Principal Fds IncIncome Fd Insti C) | 2.74% | 4.08% | 2.30% | -0.81% | 1.83% | 2.84% | 3.00% | 4.01% |
Data as of 07/10/2025, AR inception is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIOIX (Principal Fds IncIncome Fd Insti C) | 03/30/1998 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.08 | 2.30 | -0.81 | 1.83 | 2.84 | 3.00 | 4.01 | 2.74 | 0.90 | 5.90 | -12.82 | -1.88 | 8.17 | 9.04 | -0.05 | 3.56 | 5.48 | -0.98 | 5.25 | 0.17 | 9.70 | 5.98 | 7.95 | 19.51 | -10.36 | -0.11 | 5.43 | 2.05 | 5.54 | 9.38 | 8.66 | 8.44 | 9.62 | 0.49 | 5.56 |
| Sharpe Ratio | NA | 0.28 | -0.18 | -0.48 | 0.08 | NA | NA | 0.55 | 0.52 | -1.04 | 0.23 | -1.97 | -0.56 | 1.44 | 2.22 | -0.50 | 1.11 | 1.77 | -0.29 | 2.00 | 0.04 | 3.26 | 1.43 | 1.70 | 3.56 | -1.78 | -0.86 | 0.63 | -0.04 | 1.02 | 1.80 | 1.68 | 1.14 | 1.17 | -0.51 | 0.74 |
| Standard Deviation(%) | NA | 5.19 | 6.53 | 5.76 | 4.83 | NA | NA | 4.62 | 5.21 | 5.46 | 7.37 | 7.24 | 3.37 | 5.50 | 3.43 | 2.74 | 2.64 | 2.98 | 3.48 | 2.61 | 3.55 | 2.98 | 4.15 | 4.64 | 5.45 | 6.33 | 3.63 | 3.46 | 3.32 | 4.49 | 4.82 | 4.48 | 5.45 | 4.71 | 5.36 | 5.57 |
| Draw Down(%) | NA | 4.87 | 9.65 | 18.23 | 18.23 | NA | NA | 18.23 | 2.54 | 4.14 | 7.43 | 16.67 | 3.95 | 9.29 | 2.22 | 2.01 | 1.26 | 2.97 | 3.79 | 1.32 | 5.15 | 1.34 | 3.39 | 3.26 | 5.19 | 15.51 | 3.70 | 1.87 | 3.05 | 5.00 | 5.97 | 2.74 | 3.15 | 3.97 | 3.66 | 3.96 |
| Yield(%) | 0.00 | 2.97 | 2.94 | 2.37 | 2.91 | 3.50 | 3.44 | 4.27 | 1.19 | 3.16 | 3.25 | 2.39 | 2.09 | 2.46 | 3.20 | 3.37 | 3.28 | 3.62 | 3.50 | 3.85 | 3.98 | 4.80 | 5.33 | 5.54 | 5.33 | 0.00 | 0.00 | 5.79 | 5.48 | 5.59 | 6.47 | 7.16 | 7.40 | 7.50 | 6.99 | 5.44 |
Data as of 07/10/2025, AR inception is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOIX (Principal Fds IncIncome Fd Insti C) |
-5.40%
Oct 2020 - Oct 2023 |
-0.58%
Jun 2020 - Jun 2025 |
1.11%
Oct 2013 - Oct 2023 |
2.79%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIOIX (Principal Fds IncIncome Fd Insti C) |
12.49%
Feb 2009 - Feb 2012 |
9.28%
Oct 2008 - Oct 2013 |
6.01%
Mar 2009 - Mar 2019 |
5.76%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison Chart