Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Principal IRA Class J Funds Tactical Asset Allocation Moderate | NA | 16.53% | 2.89% | 8.20% | 7.36% | 8.21% | 9.32% | 9.22% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Principal IRA Class J Funds 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 | Inception | YTD | 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 (%) | -1.53 | 16.53 | 2.89 | 8.20 | 7.36 | 8.21 | 9.32 | 9.22 | NA | 3.33 | 13.91 | -12.07 | 15.18 | 19.12 | 17.57 | -4.96 | 11.41 | 9.01 | 0.43 | -3.98 | 17.55 | 12.25 | 3.33 | 19.31 | 21.93 | -6.23 | 17.66 | 17.05 | 12.31 | 13.23 | 19.15 | 0.08 | 2.31 |
| Sharpe Ratio | NA | -0.10 | -0.19 | 0.38 | 0.48 | NA | NA | 0.75 | 0.06 | -0.35 | 1.20 | -1.07 | 1.34 | 1.01 | 2.54 | -0.60 | 1.69 | 1.03 | 0.04 | -0.39 | 2.09 | 1.55 | 0.22 | 1.44 | 1.93 | -1.01 | 1.15 | 1.42 | 1.46 | 1.42 | 2.85 | -0.44 | 0.01 |
| Standard Deviation(%) | NA | 9.11 | 10.15 | 12.55 | 10.69 | NA | NA | 9.99 | 9.27 | 9.25 | 8.06 | 12.61 | 11.28 | 18.66 | 6.37 | 10.51 | 6.39 | 8.54 | 9.63 | 10.20 | 8.38 | 7.85 | 15.25 | 13.37 | 11.30 | 7.07 | 12.78 | 9.72 | 6.94 | 8.67 | 6.48 | 2.32 | 0.05 |
| Draw Down(%) | NA | 6.22 | 16.06 | 22.71 | 22.71 | NA | NA | 22.71 | 0.65 | 6.22 | 6.28 | 17.58 | 6.46 | 22.71 | 3.26 | 13.56 | 3.15 | 6.40 | 8.73 | 15.12 | 7.04 | 5.39 | 14.96 | 9.06 | 5.12 | 9.42 | 10.12 | 13.02 | 5.44 | 13.18 | 3.39 | 3.03 | 0.00 |
| Yield(%) | NA | 5.02 | 5.70 | 5.51 | 5.37 | NA | NA | 0.00 | NA | 0.90 | 5.30 | 2.87 | 8.62 | 6.49 | 5.85 | 5.94 | 9.53 | 5.48 | 3.13 | 2.58 | 8.08 | 2.09 | 4.83 | 2.21 | 3.02 | 5.47 | 12.49 | 6.93 | 5.84 | 5.93 | 0.93 | 0.97 | 2.31 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Principal IRA Class J Funds Tactical Asset Allocation Moderate |
0.66%
Feb 2014 - Feb 2017 |
2.17%
Dec 2013 - Dec 2018 |
5.44%
Oct 2013 - Oct 2023 |
7.08%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Principal IRA Class J Funds Tactical Asset Allocation Moderate |
20.67%
Oct 2004 - Oct 2007 |
16.73%
Oct 2002 - Oct 2007 |
13.13%
Apr 2003 - Apr 2013 |
10.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart