PBMPX vs. AAIIX
Compare and contrast key facts about Principal Core Plus Bond Fund (PBMPX) and Ancora Income Fund (AAIIX).
PBMPX is managed by Principal. It was launched on Dec 6, 2000. AAIIX is managed by Ancora. It was launched on Jan 5, 2004.
Performance
PBMPX vs. AAIIX - Performance Comparison
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PBMPX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBMPX Principal Core Plus Bond Fund | -1.03% | 7.15% | 0.71% | 5.23% | -14.62% | -0.84% | 9.33% | 9.64% | -1.93% | 4.66% |
AAIIX Ancora Income Fund | -0.31% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Returns By Period
In the year-to-date period, PBMPX achieves a -1.03% return, which is significantly lower than AAIIX's -0.31% return. Over the past 10 years, PBMPX has underperformed AAIIX with an annualized return of 1.69%, while AAIIX has yielded a comparatively higher 3.19% annualized return.
PBMPX
- 1D
- 0.56%
- 1M
- -2.61%
- YTD
- -1.03%
- 6M
- -0.19%
- 1Y
- 3.59%
- 3Y*
- 2.99%
- 5Y*
- -0.42%
- 10Y*
- 1.69%
AAIIX
- 1D
- 0.29%
- 1M
- -3.18%
- YTD
- -0.31%
- 6M
- -0.93%
- 1Y
- 3.83%
- 3Y*
- 6.20%
- 5Y*
- 2.14%
- 10Y*
- 3.19%
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PBMPX vs. AAIIX - Expense Ratio Comparison
PBMPX has a 0.78% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Return for Risk
PBMPX vs. AAIIX — Risk / Return Rank
PBMPX
AAIIX
PBMPX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Core Plus Bond Fund (PBMPX) and Ancora Income Fund (AAIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PBMPX | AAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.61 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.84 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.60 | +0.72 |
Martin ratioReturn relative to average drawdown | 4.62 | 1.98 | +2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PBMPX | AAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.61 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.00 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.00 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.00 | +0.56 |
Correlation
The correlation between PBMPX and AAIIX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PBMPX vs. AAIIX - Dividend Comparison
PBMPX's dividend yield for the trailing twelve months is around 4.15%, less than AAIIX's 5.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBMPX Principal Core Plus Bond Fund | 4.15% | 4.42% | 4.10% | 3.04% | 2.06% | 3.12% | 7.16% | 3.44% | 3.36% | 2.78% | 2.30% | 2.21% |
AAIIX Ancora Income Fund | 5.14% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
Drawdowns
PBMPX vs. AAIIX - Drawdown Comparison
The maximum PBMPX drawdown since its inception was -19.69%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for PBMPX and AAIIX.
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Drawdown Indicators
| PBMPX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.69% | -98.01% | +78.32% |
Max Drawdown (1Y)Largest decline over 1 year | -3.16% | -4.78% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -98.01% | +78.53% |
Max Drawdown (10Y)Largest decline over 10 years | -19.48% | -98.01% | +78.53% |
Current DrawdownCurrent decline from peak | -5.05% | -97.84% | +92.79% |
Average DrawdownAverage peak-to-trough decline | -3.45% | -11.70% | +8.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 1.49% | -0.59% |
Volatility
PBMPX vs. AAIIX - Volatility Comparison
Principal Core Plus Bond Fund (PBMPX) and Ancora Income Fund (AAIIX) have volatilities of 1.92% and 1.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBMPX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.92% | 1.84% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 3.27% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 5.61% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.84% | 2,091.17% | -2,085.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.80% | 1,478.49% | -1,473.69% |