Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBUGX (Principal Government & High Qual Bd B) | NA | 1.77% | 1.09% | 2.20% | 3.31% | 3.90% | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBUGX (Principal Government & High Qual Bd B) | 02/21/1997 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.77 | 1.09 | 2.20 | 3.31 | 3.90 | NA | … | … | 0.23 | 3.91 | -2.52 | 3.13 | 4.94 | 5.09 | 6.84 | 2.85 | 5.11 | 3.47 | 1.18 | 2.82 | 1.21 | 7.88 | 6.31 | 9.52 | -0.60 | 6.21 | 8.06 |
| Sharpe Ratio | NA | 1.04 | 0.48 | 0.89 | 0.75 | NA | NA | … | … | 0.41 | 1.79 | -0.89 | 1.97 | 1.82 | 1.60 | 2.12 | 0.31 | 0.63 | 0.06 | -0.42 | 0.57 | 0.16 | 2.18 | 0.99 | 1.50 | -1.05 | 0.82 | 1.43 |
| Standard Deviation(%) | NA | 1.70 | 2.22 | 2.43 | 3.22 | NA | NA | … | … | 1.20 | 2.17 | 2.85 | 1.57 | 2.69 | 3.12 | 3.18 | 6.18 | 3.32 | 2.91 | 2.36 | 3.28 | 3.27 | 3.11 | 4.09 | 3.65 | 3.65 | 3.53 | 4.13 |
| Draw Down(%) | NA | 0.81 | 4.46 | 4.46 | 4.46 | NA | NA | … | … | 0.81 | 0.91 | 4.46 | 0.62 | 1.45 | 3.11 | 1.31 | 3.15 | 2.25 | 1.94 | 1.92 | 3.23 | 2.81 | 1.91 | 3.19 | 2.43 | 3.70 | 1.75 | 2.53 |
| Yield(%) | 0.00 | 1.22 | 1.80 | 2.27 | 3.00 | 3.57 | 3.51 | … | … | 0.14 | 1.95 | 2.00 | 2.56 | 2.80 | 3.30 | 3.61 | 3.82 | 3.84 | 3.75 | 3.57 | 3.51 | 3.88 | 4.79 | 4.97 | 5.47 | 4.79 | 5.05 | 4.68 |
Data as of 06/16/2015, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBUGX (Principal Government & High Qual Bd B) |
1.03%
May 2012 – May 2015 |
2.26%
May 2010 – May 2015 |
3.21%
Mar 2004 – Mar 2014 |
3.77%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBUGX (Principal Government & High Qual Bd B) |
8.17%
Jan 2000 – Jan 2003 |
6.45%
Apr 1997 – Apr 2002 |
4.92%
Mar 1997 – Mar 2007 |
4.88%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart