Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Principal Financial Group Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate | 1.12% | 4.75% | 3.76% | 9.61% | 5.42% | 6.68% | 6.59% | 6.73% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Principal Financial Group Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.29 | 4.75 | 3.76 | 9.61 | 5.42 | 6.68 | 6.59 | 6.73 | 1.12 | 7.70 | 10.74 | -10.85 | 12.11 | 13.83 | 17.75 | -5.10 | 8.94 | 4.80 | -0.30 | 9.42 | 8.69 | 11.33 | 4.04 | 16.53 | 28.44 | -24.42 | 4.44 | 15.33 | 7.61 | 11.00 | 18.93 | -1.08 | 3.80 |
| Sharpe Ratio | NA | 0.48 | 0.28 | 0.59 | 0.48 | NA | NA | 0.55 | 0.26 | 0.61 | 0.90 | -0.99 | 1.55 | 0.80 | 2.95 | -0.80 | 2.08 | 0.59 | -0.04 | 1.50 | 1.33 | 1.96 | 0.35 | 1.65 | 1.42 | -1.13 | 0.14 | 1.75 | 0.93 | 1.58 | 3.39 | -0.31 | 0.23 |
| Standard Deviation(%) | NA | 8.29 | 8.94 | 9.37 | 9.33 | NA | NA | 10.06 | 10.13 | 6.67 | 7.87 | 12.35 | 7.77 | 16.95 | 5.52 | 8.15 | 3.98 | 7.79 | 8.26 | 6.28 | 6.50 | 5.75 | 11.30 | 9.97 | 20.02 | 22.52 | 9.48 | 6.83 | 5.74 | 6.33 | 5.37 | 7.21 | 6.02 |
| Draw Down(%) | NA | 9.41 | 9.66 | 15.43 | 24.52 | NA | NA | 37.44 | 8.87 | 4.29 | 6.59 | 15.43 | 3.51 | 24.52 | 2.51 | 10.01 | 1.95 | 7.22 | 7.52 | 4.20 | 6.65 | 4.43 | 10.13 | 6.43 | 15.85 | 34.14 | 7.08 | 6.16 | 3.59 | 8.65 | 3.43 | 10.67 | 6.99 |
| Yield(%) | NA | 4.18 | 3.64 | 3.84 | 3.53 | NA | NA | 3.90 | NA | 0.70 | 4.34 | 2.64 | 4.08 | 5.34 | 2.22 | 3.70 | 2.51 | 2.76 | 4.03 | 3.06 | 6.14 | 3.74 | 2.95 | 2.38 | 2.87 | 3.99 | 6.86 | 4.90 | 3.15 | 6.12 | 3.82 | 3.00 | 4.42 |
Data as of 03/31/2025, 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 Financial Group Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.57%
Feb 2006 - Feb 2009 |
-0.98%
Feb 2004 - Feb 2009 |
5.02%
Oct 2013 - Oct 2023 |
5.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Principal Financial Group Deferred Compensation Plan Strategic Asset Allocation - Equal Weight Moderate |
21.59%
Feb 2009 - Feb 2012 |
16.45%
Feb 2009 - Feb 2014 |
10.13%
Feb 2009 - Feb 2019 |
9.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart