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 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.80% | 1.27% | 4.68% | 4.18% | 5.62% | 5.29% | 5.90% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.33 | 20.80 | 1.27 | 4.68 | 4.18 | 5.62 | 5.29 | 5.90 | NA | 5.35 | 12.06 | -14.50 | 8.27 | 10.24 | 17.21 | -9.09 | 13.08 | 1.36 | -0.61 | 5.04 | 7.81 | 11.63 | -0.66 | 14.07 | 24.49 | -25.43 | 5.46 | 15.89 | 9.89 | 11.14 | 20.73 | 1.09 | 2.31 |
| Sharpe Ratio | NA | -0.06 | -0.36 | 0.11 | 0.22 | NA | NA | 0.41 | -0.02 | -0.17 | 0.95 | -1.35 | 0.89 | 0.55 | 2.60 | -1.20 | 2.57 | 0.13 | -0.07 | 0.77 | 1.06 | 1.77 | -0.06 | 1.26 | 1.31 | -1.18 | 0.24 | 1.49 | 1.32 | 1.48 | 2.63 | -0.01 | 0.01 |
| Standard Deviation(%) | NA | 7.39 | 9.34 | 11.63 | 9.80 | NA | NA | 10.31 | 5.75 | 7.46 | 8.24 | 11.75 | 9.31 | 18.07 | 6.07 | 8.68 | 4.85 | 8.74 | 8.57 | 6.49 | 7.37 | 6.55 | 12.05 | 11.11 | 18.64 | 22.42 | 10.18 | 8.47 | 5.84 | 6.89 | 7.62 | 3.40 | 0.05 |
| Draw Down(%) | NA | 5.78 | 18.22 | 24.69 | 24.69 | NA | NA | 38.78 | 0.51 | 5.70 | 7.94 | 18.79 | 5.79 | 24.69 | 3.07 | 14.15 | 2.01 | 7.88 | 8.72 | 4.97 | 8.76 | 5.62 | 13.48 | 7.62 | 15.74 | 35.41 | 8.02 | 8.61 | 4.36 | 8.58 | 7.46 | 2.20 | 0.00 |
| Yield(%) | NA | 3.13 | 4.08 | 3.89 | 3.39 | NA | NA | 3.66 | NA | 0.44 | 3.56 | 1.49 | 7.41 | 4.31 | 2.58 | 3.81 | 0.42 | 2.20 | 5.22 | 3.23 | 6.62 | 3.31 | 2.48 | 1.90 | 2.56 | 3.21 | 9.85 | 6.31 | 4.37 | 4.91 | 0.77 | 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 Strategic Asset Allocation - Equal Weight Moderate |
-7.95%
Feb 2006 - Feb 2009 |
-0.88%
Feb 2004 - Feb 2009 |
2.80%
Oct 2013 - Oct 2023 |
2.96%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.88%
Feb 2009 - Feb 2012 |
14.37%
Feb 2009 - Feb 2014 |
8.50%
Mar 2003 - Mar 2013 |
7.25%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart