Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBGPX (Principal SAM Conservative Growth B) | NA | 5.03% | 12.65% | 10.61% | 5.60% | 3.99% | NA | … | … |
Data as of 06/16/2015, Common starting date is 11/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBGPX (Principal SAM Conservative Growth 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 | 5.03 | 12.65 | 10.61 | 5.60 | 3.99 | NA | … | … | 2.94 | 6.03 | 21.69 | 12.65 | -1.71 | 13.65 | 24.26 | -33.88 | 8.20 | 11.05 | 5.39 | 10.08 | 25.96 | -16.63 | -4.92 | -3.52 | 38.89 | 18.17 | 7.55 | -0.45 |
| Sharpe Ratio | NA | 0.59 | 1.35 | 0.85 | 0.28 | NA | NA | … | … | 1.04 | 0.61 | 2.25 | 1.18 | -0.09 | 0.87 | 1.04 | -1.09 | 0.37 | 0.84 | 0.40 | 1.05 | 2.24 | -1.05 | -0.46 | -0.40 | 2.20 | 0.92 | -4.41 | -1.19 |
| Standard Deviation(%) | NA | 8.53 | 9.43 | 12.39 | 16.78 | NA | NA | … | … | 6.36 | 9.84 | 9.64 | 10.74 | 18.63 | 15.56 | 23.29 | 31.88 | 14.24 | 9.31 | 8.02 | 8.74 | 11.26 | 16.87 | 15.94 | 18.86 | 16.21 | 16.12 | 10.76 | 7.08 |
| Draw Down(%) | NA | 7.49 | 7.49 | 18.56 | 50.00 | NA | NA | … | … | 2.32 | 7.49 | 6.54 | 8.89 | 18.56 | 12.45 | 23.14 | 44.06 | 8.88 | 8.58 | 5.24 | 7.39 | 9.54 | 26.54 | 21.90 | 18.48 | 9.13 | 23.10 | 9.07 | 2.32 |
| Yield(%) | 0.00 | 3.86 | 2.33 | 1.81 | 2.84 | 2.43 | 3.85 | … | … | 0.00 | 4.05 | 1.23 | 0.50 | 0.42 | 0.54 | 0.99 | 7.84 | 8.74 | 0.56 | 0.85 | 0.23 | 0.53 | 0.73 | 4.16 | 5.58 | 4.90 | 10.29 | 5.24 | 4.83 |
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 |
|---|---|---|---|---|
| SBGPX (Principal SAM Conservative Growth B) |
-12.95%
Feb 2006 – Feb 2009 |
-5.34%
Feb 2004 – Feb 2009 |
0.17%
Aug 2000 – Aug 2010 |
3.70%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBGPX (Principal SAM Conservative Growth B) |
24.96%
Mar 1997 – Mar 2000 |
17.79%
Feb 2009 – Feb 2014 |
9.21%
Apr 1997 – Apr 2007 |
6.67%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart