Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBFX (Principal Short-Term Bond Inst) | NA | 4.93% | 0.87% | NA | NA | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 04/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBFX (Principal Short-Term Bond Inst) | 04/30/2007 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.93 | 0.87 | NA | NA | NA | NA | … | … | 2.09 | 15.08 | -13.53 | 1.55 |
| Sharpe Ratio | NA | 2.52 | 0.08 | NA | NA | NA | NA | … | … | 1.69 | 4.91 | -3.54 | -0.21 |
| Standard Deviation(%) | NA | 1.92 | 3.31 | NA | NA | NA | NA | … | … | 1.81 | 3.05 | 4.07 | 2.44 |
| Draw Down(%) | NA | 1.02 | 15.22 | NA | NA | NA | NA | … | … | 1.02 | 2.72 | 15.01 | 1.32 |
| Yield(%) | 0.00 | 2.54 | 4.14 | NA | NA | NA | NA | … | … | 1.16 | 5.45 | 5.25 | NA |
Data as of 09/02/2010, Common starting date is 04/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBFX (Principal Short-Term Bond Inst) |
0.91%
Aug 2007 – Aug 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBFX (Principal Short-Term Bond Inst) |
1.10%
Jun 2007 – Jun 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart