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 - Optimal Moderate | 1.50% | 6.03% | 4.00% | 8.93% | 5.22% | 6.67% | 6.38% | 6.38% |
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 - Optimal 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 (%) | -0.87 | 6.03 | 4.00 | 8.93 | 5.22 | 6.67 | 6.38 | 6.38 | 1.50 | 9.51 | 11.04 | -13.29 | 7.55 | 14.97 | 17.53 | -6.90 | 11.84 | 6.36 | -0.94 | 6.30 | 13.94 | 12.83 | 2.34 | 17.56 | 30.25 | -31.46 | 8.35 | 14.52 | 9.82 | 14.20 | 19.54 | -3.82 | -1.61 |
| Sharpe Ratio | NA | 0.55 | 0.34 | 0.49 | 0.44 | NA | NA | 0.49 | 0.32 | 0.76 | 0.85 | -1.10 | 0.96 | 0.90 | 2.72 | -0.91 | 2.73 | 0.78 | -0.12 | 1.01 | 1.99 | 1.82 | 0.17 | 1.55 | 1.62 | -1.35 | 0.56 | 1.50 | 1.21 | 2.00 | 2.95 | -0.61 | -0.53 |
| Standard Deviation(%) | NA | 9.41 | 10.06 | 10.02 | 9.70 | NA | NA | 10.57 | 11.28 | 7.80 | 8.74 | 13.32 | 7.82 | 16.34 | 5.91 | 9.06 | 4.10 | 7.90 | 8.18 | 6.22 | 6.97 | 7.04 | 13.54 | 11.30 | 18.65 | 23.96 | 9.33 | 7.42 | 6.27 | 6.60 | 6.38 | 8.15 | 7.65 |
| Draw Down(%) | NA | 9.89 | 12.25 | 20.76 | 24.46 | NA | NA | 43.59 | 9.42 | 4.40 | 8.86 | 19.91 | 4.35 | 24.46 | 2.88 | 13.33 | 1.60 | 7.43 | 7.88 | 4.61 | 6.60 | 5.45 | 12.77 | 8.16 | 17.31 | 40.98 | 6.53 | 7.89 | 3.97 | 7.05 | 5.42 | 11.81 | 10.49 |
| Yield(%) | NA | 3.13 | 3.17 | 3.64 | 3.54 | NA | NA | 3.87 | NA | 0.51 | 3.06 | 2.51 | 4.15 | 5.90 | 2.16 | 3.63 | 2.89 | 3.78 | 4.60 | 2.38 | 3.86 | 3.21 | 3.82 | 3.30 | 2.90 | 3.81 | 6.22 | 5.82 | 3.81 | 7.18 | 3.46 | 2.47 | 3.51 |
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 - Optimal Moderate |
-9.85%
Feb 2006 - Feb 2009 |
-1.61%
Feb 2004 - Feb 2009 |
4.03%
Oct 2013 - Oct 2023 |
4.34%
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 - Optimal Moderate |
22.83%
Feb 2009 - Feb 2012 |
18.23%
Feb 2009 - Feb 2014 |
10.90%
Feb 2009 - Feb 2019 |
9.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart