Ratings & Risk for Principal High Yield B (CBHYX)

Morningstar Category: High Yield Bond
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    		130
    5-Year High Below Average
    		115
    10-Year High Below Average
    		89
    Overall High Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 13.54 0.44 0.21
    5-Year 10.70 0.58 0.36
    10-Year 9.24 0.62 0.48
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 0.65 -0.23 35.55
    3-Year 18.07 1.40 -2.51
    5-Year 14.86 1.12 1.66
    10-Year 6.58 0.63 2.39

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009