Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQUBX (Principal Equity Income B) | NA | 6.22% | 15.22% | 13.28% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQUBX (Principal Equity Income B) | 01/18/2007 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.22 | 15.22 | 13.28 | NA | NA | NA | … | … | 2.08 | 11.39 | 25.59 | 11.43 | 4.36 | 14.87 | 18.83 | -34.81 | 2.62 |
| Sharpe Ratio | NA | 0.63 | 1.47 | 0.97 | NA | NA | NA | … | … | 0.57 | 1.11 | 2.44 | 0.98 | 0.21 | 0.93 | 0.68 | -0.89 | -0.02 |
| Standard Deviation(%) | NA | 9.87 | 10.33 | 13.59 | NA | NA | NA | … | … | 8.18 | 10.28 | 10.47 | 11.71 | 21.05 | 15.97 | 27.76 | 39.99 | 16.38 |
| Draw Down(%) | NA | 7.00 | 7.25 | 16.91 | NA | NA | NA | … | … | 3.13 | 7.00 | 6.21 | 9.03 | 16.91 | 11.33 | 29.03 | 47.12 | 10.16 |
| Yield(%) | 0.00 | 0.70 | 1.44 | 1.63 | 1.86 | 1.24 | 0.93 | … | … | 0.00 | 1.04 | 1.36 | 1.83 | 1.48 | 1.58 | 2.13 | 1.41 | 9.98 |
Data as of 06/16/2015, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQUBX (Principal Equity Income B) |
-10.08%
Jun 2007 – Jun 2010 |
-2.15%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQUBX (Principal Equity Income B) |
23.47%
Feb 2009 – Feb 2012 |
20.22%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart