Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBBPX (Principal SAM Balanced B) | NA | 4.13% | 10.20% | 9.04% | 5.52% | 4.51% | NA | … | … |
Data as of 06/16/2015, Common starting date is 11/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBBPX (Principal SAM Balanced B) | 11/27/1996 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.13 | 10.20 | 9.04 | 5.52 | 4.51 | NA | … | … | 2.39 | 5.48 | 16.14 | 11.33 | -0.26 | 12.14 | 23.10 | -26.92 | 7.46 | 9.46 | 4.41 | 8.41 | 20.40 | -10.09 | -1.38 | -0.58 | 26.12 | 15.35 | 9.41 | -0.45 |
| Sharpe Ratio | NA | 0.64 | 1.42 | 0.93 | 0.36 | NA | NA | … | … | 1.14 | 0.73 | 2.12 | 1.43 | -0.02 | 1.01 | 1.28 | -1.18 | 0.41 | 0.85 | 0.37 | 1.11 | 2.41 | -0.95 | -0.33 | -0.31 | 1.91 | 0.96 | -3.97 | -0.56 |
| Standard Deviation(%) | NA | 6.44 | 7.21 | 9.65 | 12.77 | NA | NA | … | … | 4.68 | 7.47 | 7.59 | 7.96 | 14.91 | 11.90 | 17.95 | 23.62 | 10.83 | 7.29 | 6.14 | 6.71 | 8.19 | 11.80 | 11.32 | 14.92 | 11.96 | 12.50 | 11.50 | 15.14 |
| Draw Down(%) | NA | 5.64 | 5.87 | 14.17 | 41.29 | NA | NA | … | … | 1.70 | 5.64 | 5.87 | 6.53 | 14.17 | 9.51 | 18.97 | 36.12 | 6.83 | 6.60 | 4.02 | 5.90 | 6.69 | 18.75 | 14.93 | 14.50 | 6.75 | 16.86 | 11.06 | 3.82 |
| Yield(%) | 0.00 | 3.52 | 2.82 | 2.46 | 3.27 | 3.01 | 4.17 | … | … | 0.00 | 3.68 | 2.72 | 1.34 | 1.30 | 1.46 | 2.01 | 7.87 | 7.84 | 1.91 | 1.22 | 0.98 | 1.29 | 1.73 | 4.18 | 6.51 | 5.54 | 9.79 | 7.24 | 3.19 |
Data as of 06/16/2015, Common starting date is 11/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBPX (Principal SAM Balanced B) |
-9.42%
Feb 2006 – Feb 2009 |
-3.53%
Feb 2004 – Feb 2009 |
1.27%
Feb 1999 – Feb 2009 |
4.34%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBBPX (Principal SAM Balanced B) |
18.94%
Mar 1997 – Mar 2000 |
15.42%
Feb 2009 – Feb 2014 |
8.28%
Apr 1997 – Apr 2007 |
6.32%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart