Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIPX (Principal H/Q Interm-Term Bond R5) | NA | 9.04% | -2.44% | -0.24% | NA | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 06/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIPX (Principal H/Q Interm-Term Bond R5) | 06/26/2003 | 08/03/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.04 | -2.44 | -0.24 | NA | NA | NA | … | … | 2.25 | 10.72 | -19.11 | 2.87 | 4.05 | 2.38 | 4.03 | -0.38 |
| Sharpe Ratio | NA | 1.08 | -0.44 | -0.33 | NA | NA | NA | … | … | 1.08 | 1.19 | -2.78 | -0.04 | 0.26 | 0.07 | 0.85 | -0.27 |
| Standard Deviation(%) | NA | 8.29 | 7.15 | 5.87 | NA | NA | NA | … | … | 3.54 | 8.96 | 7.19 | 3.76 | 2.89 | 2.93 | 3.64 | 5.02 |
| Draw Down(%) | NA | 5.56 | 25.34 | 25.34 | NA | NA | NA | … | … | 2.52 | 7.51 | 23.13 | 2.45 | 2.01 | 2.23 | 4.10 | 3.97 |
| Yield(%) | 0.00 | 5.15 | 4.98 | 4.33 | 2.80 | 1.87 | 1.40 | … | … | 0.00 | 5.34 | 6.59 | 4.76 | 3.95 | 3.41 | 4.07 | 2.37 |
Data as of 08/03/2010, Common starting date is 06/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIPX (Principal H/Q Interm-Term Bond R5) |
-6.13%
Feb 2006 – Feb 2009 |
-2.76%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIPX (Principal H/Q Interm-Term Bond R5) |
4.11%
Apr 2004 – Apr 2007 |
2.07%
Jul 2003 – Jul 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart