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 for Individual Field Tactical Asset Allocation Moderate | NA | 13.45% | 2.45% | 8.29% | 6.33% | 7.04% | 8.17% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Principal Select Savings Plan for Individual Field Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 13.45 | 2.45 | 8.29 | 6.33 | 7.04 | 8.17 | … | … | 0.69 | -4.36 | 14.88 | -10.88 | 8.76 | 24.59 | 17.95 | -9.85 | 11.41 | 6.48 | 1.04 | -1.80 | 17.70 | 10.94 | 4.42 | 7.85 | 16.95 | -0.33 | 18.25 | 15.43 | 6.80 | 12.50 | 22.37 | -8.49 | 6.59 |
| Sharpe Ratio | NA | -0.75 | -0.38 | 0.25 | 0.34 | NA | NA | … | … | 0.07 | -0.90 | 1.35 | -0.92 | 0.75 | 1.29 | 2.16 | -0.98 | 1.63 | 0.73 | 0.11 | -0.19 | 2.06 | 1.28 | 0.29 | 0.69 | 1.80 | -0.36 | 1.15 | 1.37 | 0.69 | 1.47 | 3.04 | -0.69 | 0.47 |
| Standard Deviation(%) | NA | 12.06 | 11.34 | 13.25 | 11.27 | NA | NA | … | … | 8.81 | 12.13 | 7.88 | 13.28 | 11.62 | 18.83 | 7.66 | 11.35 | 6.63 | 8.60 | 9.48 | 9.66 | 8.56 | 8.48 | 15.08 | 11.26 | 9.35 | 3.53 | 13.32 | 8.89 | 6.72 | 7.86 | 7.12 | 14.00 | 9.07 |
| Draw Down(%) | NA | 10.98 | 15.53 | 23.15 | 23.15 | NA | NA | … | … | 0.56 | 10.98 | 6.26 | 16.42 | 6.66 | 23.15 | 3.37 | 18.12 | 3.13 | 7.08 | 8.77 | 11.68 | 4.97 | 7.16 | 13.00 | 9.48 | 4.81 | 4.78 | 10.20 | 10.99 | 5.41 | 7.71 | 3.27 | 19.83 | 6.38 |
| Yield(%) | NA | 4.95 | 5.94 | 5.49 | 5.44 | NA | NA | … | … | NA | 1.02 | 5.03 | 2.69 | 9.67 | 6.23 | 4.70 | 6.54 | 8.39 | 3.57 | 5.54 | 3.00 | 6.15 | 3.25 | 4.34 | 1.13 | 3.63 | 2.37 | 12.82 | 7.72 | 4.14 | 3.27 | 1.61 | 0.82 | 2.16 |
Data as of 10/31/2024, 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 for Individual Field Tactical Asset Allocation Moderate |
-0.70%
Dec 2021 – Dec 2024 |
1.19%
Dec 2013 – Dec 2018 |
4.66%
Mar 2010 – Mar 2020 |
6.13%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Principal Select Savings Plan for Individual Field Tactical Asset Allocation Moderate |
18.04%
Oct 2004 – Oct 2007 |
16.18%
Oct 2002 – Oct 2007 |
11.79%
Apr 2003 – Apr 2013 |
10.14%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart