Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Principal Financial Group for Employees Strategic Asset Allocation - Equal Weight Moderate | NA | 31.24% | 11.05% | 12.29% | 7.82% | 7.51% | 7.00% | 7.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Principal Financial Group for Employees 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 (%) | -0.63 | 31.24 | 11.05 | 12.29 | 7.82 | 7.51 | 7.00 | 7.01 | NA | 20.03 | 20.32 | -3.52 | 3.97 | 19.96 | 16.44 | -6.16 | 12.76 | 2.41 | -1.96 | 1.05 | 10.83 | 10.29 | -3.18 | 11.27 | 24.95 | -28.05 | 13.31 | 13.52 | 10.35 | 11.85 | 27.85 | -6.08 | -2.79 |
| Sharpe Ratio | NA | 2.04 | 0.96 | 0.88 | 0.69 | NA | NA | 0.54 | 0.09 | 1.87 | 2.33 | -0.47 | 0.41 | 1.25 | 2.26 | -0.81 | 2.80 | 0.25 | -0.22 | 0.15 | 1.73 | 1.64 | -0.29 | 1.09 | 1.53 | -1.29 | 0.99 | 1.48 | 1.54 | 1.67 | 3.62 | -0.74 | -0.56 |
| Standard Deviation(%) | NA | 7.14 | 8.38 | 10.52 | 9.28 | NA | NA | 10.10 | 5.67 | 7.18 | 6.91 | 10.54 | 9.58 | 15.82 | 6.66 | 9.26 | 4.33 | 8.85 | 9.07 | 6.77 | 6.25 | 6.26 | 11.03 | 10.22 | 16.21 | 22.47 | 10.41 | 6.91 | 5.32 | 6.53 | 7.51 | 9.77 | 9.08 |
| Draw Down(%) | NA | 4.52 | 12.80 | 19.26 | 19.26 | NA | NA | 39.43 | 0.39 | 4.52 | 4.34 | 12.80 | 6.52 | 19.26 | 3.99 | 13.16 | 1.97 | 7.95 | 10.40 | 5.83 | 5.42 | 5.50 | 13.24 | 7.75 | 15.56 | 36.67 | 6.82 | 8.97 | 3.89 | 7.34 | 7.55 | 16.87 | 15.52 |
| Yield(%) | NA | 15.02 | 9.99 | 6.88 | 4.59 | NA | NA | 3.52 | NA | 4.63 | 14.09 | 7.33 | 3.05 | 2.23 | 2.46 | 2.84 | 0.75 | 2.18 | 3.52 | 2.28 | 1.97 | 1.98 | 2.13 | 1.99 | 2.25 | 2.96 | 5.57 | 4.27 | 2.74 | 2.76 | 1.85 | 1.92 | 3.29 |
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 Financial Group for Employees Strategic Asset Allocation - Equal Weight Moderate |
-6.98%
Feb 2006 - Feb 2009 |
-0.12%
Feb 2004 - Feb 2009 |
2.80%
Oct 2007 - Oct 2017 |
3.32%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Principal Financial Group for Employees Strategic Asset Allocation - Equal Weight Moderate |
19.54%
Mar 2003 - Mar 2006 |
16.19%
Oct 2002 - Oct 2007 |
8.69%
Mar 2003 - Mar 2013 |
8.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart