Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBIPX (Principal SAM Conservative Bal B) | NA | 3.15% | 7.51% | 7.17% | 5.08% | 4.71% | NA | … | … |
Data as of 06/16/2015, Common starting date is 08/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBIPX (Principal SAM Conservative Bal B) | 08/26/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.15 | 7.51 | 7.17 | 5.08 | 4.71 | NA | … | … | 1.89 | 4.93 | 10.07 | 9.83 | 0.90 | 10.49 | 20.79 | -19.69 | 6.40 | 7.74 | 3.01 | 6.58 | 15.04 | -3.68 | 1.33 | 3.24 | 0.69 |
| Sharpe Ratio | NA | 0.72 | 1.53 | 1.10 | 0.49 | NA | NA | … | … | 1.41 | 0.96 | 1.86 | 1.91 | 0.09 | 1.31 | 1.71 | -1.33 | 0.47 | 0.87 | 0.20 | 1.17 | 2.68 | -0.65 | -0.14 | -0.13 | -0.41 |
| Standard Deviation(%) | NA | 4.38 | 4.94 | 6.46 | 8.49 | NA | NA | … | … | 3.01 | 5.14 | 5.40 | 5.16 | 9.82 | 7.97 | 12.07 | 15.40 | 7.17 | 5.15 | 4.22 | 4.81 | 5.35 | 7.31 | 7.51 | 6.03 | 3.47 |
| Draw Down(%) | NA | 3.86 | 5.20 | 9.84 | 30.57 | NA | NA | … | … | 1.07 | 3.86 | 5.20 | 4.34 | 9.84 | 6.21 | 13.61 | 26.96 | 4.56 | 4.21 | 2.85 | 5.15 | 3.74 | 10.84 | 8.80 | 6.60 | 1.21 |
| Yield(%) | 0.00 | 2.91 | 2.99 | 2.86 | 3.38 | 3.25 | 2.61 | … | … | 0.00 | 3.16 | 3.37 | 2.32 | 2.30 | 2.19 | 2.80 | 5.72 | 6.74 | 2.94 | 2.04 | 1.85 | 2.12 | 2.63 | 2.99 | 5.04 | 2.18 |
Data as of 06/16/2015, Common starting date is 08/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIPX (Principal SAM Conservative Bal B) |
-5.87%
Feb 2006 – Feb 2009 |
-1.88%
Feb 2004 – Feb 2009 |
3.06%
Aug 2000 – Aug 2010 |
4.64%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIPX (Principal SAM Conservative Bal B) |
15.39%
Feb 2009 – Feb 2012 |
12.46%
Feb 2009 – Feb 2014 |
6.01%
Mar 2003 – Mar 2013 |
4.83%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart