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Thursday, December 17, 2009, 12:49AM ET - U.S. Markets open in 8 hours and 41 minutes. Dow Down 0.10% Nasdaq Up 0.27%
Principal Bond & Mtg Securities J (PBMJX)On Dec 16: 9.78  Up 0.01 (0.10%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Low
Year to Date Return:19.68%
5-Year Average Return:2.21%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):3.89%
Worst 1-Yr Total Return (2008):-14.67%
Best 3-Yr Total Return (2004-6):3.20%
Worst 3-Yr Total Return (2006-8):-3.20%
LOAD ADJUSTED RETURNS 
1-Year:8.26%
3-Year:1.05%
5-Year:1.69%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnPBMJXCategoryDiffIndex*Diff
Year To Date19.6814.864.827.6112.07
1-Month1.151.130.021.29-0.14
3-Month5.393.761.632.862.53
1-Year23.1818.844.3411.6311.55
3-Year1.294.58-3.296.40-5.11
5-Year2.214.20-1.995.49-3.28
Last Bull Market ( 28-Feb-09 to 30-Sep-09)19.8313.915.927.0612.77
Last Bear Market ( 31-Aug-08 to 31-Aug-09)2.626.57-3.957.94-5.32
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearPBMJXCategoryDiff
2009N/AN/AN/A
2008
 
-14.67-4.70-9.97
2007
 
2.404.70-2.30
2006
 
3.814.15-0.34
2005
 
1.901.800.10
2004
 
3.893.91-0.02
2003
 
3.275.10-1.83
2002
 
8.228.040.18
2001N/A7.64N/A
2000N/A9.44N/A
1999N/A-1.35N/A
PAST QUARTERLY RETURNS (%) FOR PBMJX 
Q1Q2Q3Q4
2009-1.168.198.98N/A
2008-2.98-0.96-5.28-6.25
20071.38-0.951.530.44
2006-0.70-0.373.571.32
2005-0.662.66-0.520.45
20042.33-2.503.120.97
20031.132.31-0.580.39
2002-0.243.154.031.08
2001N/A0.553.95-0.69
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date202112617.94
1-Month221116818.92
3-Month10411588.98
6-Month159114013.95
1-Year161112014.37
3-Year72297074.43
5-Year64385475.29

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