Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PY (Principal Value ETF) | 4.92% | 15.56% | 13.68% | 7.49% | 10.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PY (Principal Value ETF) | 03/23/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 15.56 | 13.68 | 7.49 | 10.69 | NA | NA | … | … | 4.92 | 7.72 | 16.81 | 9.10 | -5.10 | 34.83 | 2.71 | 26.92 | -13.34 | 18.33 | 15.04 |
| Sharpe Ratio | NA | 1.29 | 0.80 | 0.33 | 0.45 | NA | NA | … | … | 0.99 | 0.28 | 1.12 | 0.42 | -0.31 | 2.13 | 0.05 | 1.55 | -0.86 | 1.89 | 1.55 |
| Standard Deviation(%) | NA | 10.52 | 13.92 | 15.77 | 20.50 | NA | NA | … | … | 10.80 | 17.53 | 11.75 | 13.15 | 21.23 | 16.33 | 50.46 | 16.42 | 17.19 | 9.40 | 12.57 |
| Draw Down(%) | NA | 6.19 | 17.84 | 17.84 | 45.44 | NA | NA | … | … | 6.19 | 16.87 | 6.31 | 12.44 | 17.72 | 6.91 | 45.44 | 10.21 | 20.70 | 4.61 | 4.32 |
| Yield(%) | 0.00 | 2.39 | 2.76 | 2.72 | 3.72 | 2.55 | 1.91 | … | … | 0.41 | 2.26 | 2.53 | 2.85 | 2.78 | 3.58 | 2.93 | 2.80 | 2.00 | 1.45 | 2.20 |
Data as of 06/04/2026, Common starting date is 03/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PY (Principal Value ETF) |
-5.31%
Mar 2017 – Mar 2020 |
6.21%
Sep 2018 – Sep 2023 |
10.77%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PY (Principal Value ETF) |
25.03%
Mar 2020 – Mar 2023 |
20.06%
Mar 2020 – Mar 2025 |
10.84%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart