Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Principal Select Savings Plan Tactical Asset Allocation Moderate | NA | 2.63% | 8.03% | 7.37% | 9.45% | 10.15% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Principal Select Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 2.63 | 8.03 | 7.37 | 9.45 | 10.15 | NA | … | … | -7.71 | 12.12 | 9.70 | 1.52 | 4.50 | 14.13 | 10.57 | 3.83 | 14.30 | 27.46 | -0.72 | 13.38 | 12.82 | 7.74 | 14.97 | 13.78 | -1.13 | 7.21 |
| Sharpe Ratio | NA | -0.88 | 0.48 | 0.51 | 0.95 | NA | NA | … | … | -0.92 | 2.10 | 1.10 | 0.17 | 0.58 | 1.69 | 1.26 | 0.28 | 1.32 | 3.02 | -0.32 | 0.82 | 0.99 | 0.76 | 1.53 | 1.66 | -0.38 | 1.18 |
| Standard Deviation(%) | NA | 9.16 | 8.09 | 8.19 | 9.23 | NA | NA | … | … | 9.63 | 5.47 | 8.62 | 9.02 | 7.75 | 8.34 | 8.35 | 13.67 | 10.73 | 9.08 | 5.06 | 12.66 | 9.64 | 7.29 | 9.17 | 7.91 | 5.84 | 4.15 |
| Draw Down(%) | NA | 12.95 | 12.95 | 12.95 | 12.95 | NA | NA | … | … | 12.95 | 2.75 | 5.22 | 8.00 | 5.55 | 6.01 | 5.85 | 11.39 | 8.53 | 4.27 | 6.58 | 9.52 | 13.09 | 5.42 | 8.04 | 6.21 | 6.16 | 4.24 |
| Yield(%) | NA | 4.90 | 4.07 | 4.08 | 3.80 | NA | NA | … | … | 2.21 | 4.26 | 2.28 | 5.18 | 2.78 | 5.55 | 4.85 | 3.90 | 2.76 | 3.98 | 5.07 | 6.13 | 5.37 | 4.73 | 6.91 | 4.31 | 4.49 | 6.85 |
Data as of 08/31/2018, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Principal Select Savings Plan Tactical Asset Allocation Moderate |
3.89%
Oct 2015 – Oct 2018 |
4.45%
Oct 2013 – Oct 2018 |
8.64%
Oct 2007 – Oct 2017 |
9.00%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Principal Select Savings Plan Tactical Asset Allocation Moderate |
17.68%
Mar 2009 – Mar 2012 |
14.62%
Feb 2009 – Feb 2014 |
12.19%
Apr 2003 – Apr 2013 |
10.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart