Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMIBX (Principal Income B) | NA | 0.86% | 2.57% | 4.05% | 4.49% | 5.19% | NA | … | … |
Data as of 06/16/2015, Common starting date is 06/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMIBX (Principal Income B) | 06/24/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.86 | 2.57 | 4.05 | 4.49 | 5.19 | NA | … | … | 0.58 | 3.86 | -1.22 | 8.30 | 4.56 | 6.71 | 20.33 | -5.71 | 4.62 | 4.25 | 0.96 | 4.41 | 8.28 | 7.65 | 7.21 | 8.40 | -0.61 | 6.34 | 9.50 | 7.48 |
| Sharpe Ratio | NA | 0.41 | 0.91 | 1.21 | 0.88 | NA | NA | … | … | 0.75 | 1.61 | -0.36 | 2.97 | 1.12 | 1.48 | 3.70 | -1.00 | 0.41 | 0.29 | -0.38 | 0.80 | 1.62 | 1.50 | 0.94 | 0.95 | -0.72 | 0.58 | -9.83 | 2.06 |
| Standard Deviation(%) | NA | 2.09 | 2.78 | 3.30 | 4.11 | NA | NA | … | … | 1.71 | 2.39 | 3.49 | 2.79 | 4.04 | 4.47 | 5.47 | 6.61 | 3.90 | 3.25 | 3.17 | 4.34 | 4.68 | 4.36 | 5.29 | 4.58 | 5.30 | 5.19 | 4.63 | 5.47 |
| Draw Down(%) | NA | 1.42 | 5.44 | 5.44 | 11.99 | NA | NA | … | … | 1.42 | 1.32 | 5.44 | 1.23 | 3.66 | 3.25 | 4.36 | 11.99 | 2.68 | 2.12 | 3.13 | 5.17 | 6.24 | 2.77 | 3.24 | 4.05 | 3.98 | 4.04 | 3.09 | 2.06 |
| Yield(%) | 0.00 | 1.46 | 2.39 | 3.15 | 3.89 | 4.62 | 4.74 | … | … | 0.17 | 2.39 | 2.60 | 3.47 | 4.07 | 4.36 | 5.82 | 4.76 | 4.59 | 4.67 | 4.41 | 4.52 | 5.42 | 6.22 | 6.24 | 6.36 | 5.92 | 5.86 | 5.76 | 3.41 |
Data as of 06/16/2015, Common starting date is 06/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMIBX (Principal Income B) |
-0.13%
Oct 2005 – Oct 2008 |
1.11%
Oct 2003 – Oct 2008 |
3.48%
Nov 1998 – Nov 2008 |
5.04%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMIBX (Principal Income B) |
12.02%
Oct 2008 – Oct 2011 |
8.61%
Oct 2008 – Oct 2013 |
6.11%
Oct 2000 – Oct 2010 |
6.00%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart