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Total Returns for Principal High Yield B (CBHYX)

  • Growth of $10,000

    From 12/31/1999 to 02/28/2010

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    1.23% -0.01 -0.68 45 —

    10 Year History

    2009 2008 2007 2006 2005
    Total Returns Per Year 40.76% -22.05% 4.78% 13.55% 5.79%
    +/- Category -5.94 4.36 3.31 3.41 3.20
    +/- Index 34.83 -27.29 -2.19 9.22 3.36
    Rank in Category 76 25 4 5 4
    # of Funds in Category 543 559 542 549 518
    2004 2003 2002 2001 2000
    Total Returns Per Year 10.71% 27.06% 2.78% 2.59% -2.39%
    +/- Category 0.72 2.70 4.30 0.20 4.73
    +/- Index 6.37 22.96 -7.47 -5.85 -14.02
    Rank in Category 32 30 14 58 19
    # of Funds in Category 493 455 425 414 365
    Data as of 02/28/2010

  • Trailing Total Returns

    Total Return Rank in Category +/- Barclays US Aggregate Bond TR USD # of Funds
    1-Day -0.06% — — 470
    1-Week 0.23% 80 — 470
    1-Month 2.63% 62 -0.11% 470
    3-Month 4.09% 55 3.72% 467
    Year-to-date 3.31% 55 -0.68% 470
    1-Year 44.02% 68 32.44% 441
    3-Year Annualized 5.10% 26 -1.83% 388
    5-Year Annualized 7.47% 4 1.54% 337
    10-Year Annualized 7.18% 5 0.74% 90
    Since Inception 6.81% — — —
    Inception Date 05/05/1998
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 02/28/2010
    10 Year and Since Inception data as of 03/19/2010

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 12/31/2009) (as of 02/28/2010)
    1-Month -2.23% -4.72%
    3-Month -0.75% -0.97%
    Year-to-date 35.76% -3.77%
    1-Year 35.76% 36.76%
    3-Year Annualized 3.67% 3.27%
    5-Year Annualized 6.38% 6.61%
    10-Year Annualized 7.18% 7.18%
    Since Inception 6.80% 6.81%
    Inception Date 05/05/1998
    Data as of 02/28/2010

  • Tax Analysis

    Potential Capital Gains Exposure 2.51%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 1.23% 41.76% 4.35% 6.90% 7.18% 6.81%
    On Distribution* -4.20% 32.60% 0.29% 3.79% 4.03% 3.54%
    Rank in Category 87 73 44 3 5 —
    On Distribution & Sales of Shares* -2.45% 23.61% 1.04% 4.03% 4.18% 3.75%
    Rank in Category 87 73 43 3 5 —
    Tax Cost Ratio — — 2.88% 2.65% 2.95% —
    Data as of 02/28/2010
    * After Tax