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 - Optimal Moderate | NA | 21.91% | 0.10% | 4.76% | 4.19% | 5.97% | 5.03% | 5.13% |
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 - Optimal 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 (%) | -1.02 | 21.91 | 0.10 | 4.76 | 4.19 | 5.97 | 5.03 | 5.13 | NA | 5.64 | 11.50 | -17.31 | 6.84 | 16.38 | 18.06 | -9.14 | 11.31 | 3.62 | -1.62 | 4.79 | 8.98 | 12.77 | 0.60 | 15.28 | 29.33 | -33.62 | 8.21 | 12.74 | 7.43 | 7.28 | 13.71 | -0.46 | 2.31 |
| Sharpe Ratio | NA | 0.00 | -0.44 | 0.11 | 0.23 | NA | NA | 0.32 | -0.03 | -0.12 | 0.85 | -1.39 | 0.71 | 0.91 | 2.51 | -1.16 | 2.12 | 0.39 | -0.20 | 0.74 | 1.19 | 1.61 | 0.04 | 1.26 | 1.48 | -1.36 | 0.47 | 1.05 | 0.78 | 0.91 | 1.36 | -0.35 | 0.01 |
| Standard Deviation(%) | NA | 7.77 | 10.24 | 12.04 | 10.12 | NA | NA | 11.12 | 6.15 | 7.85 | 8.51 | 13.41 | 9.60 | 17.81 | 6.63 | 9.01 | 5.04 | 8.84 | 8.48 | 6.44 | 7.52 | 7.91 | 13.44 | 12.08 | 19.72 | 25.45 | 11.22 | 8.99 | 6.75 | 6.92 | 9.59 | 4.41 | 0.05 |
| Draw Down(%) | NA | 5.53 | 21.29 | 23.34 | 23.34 | NA | NA | 48.38 | 0.52 | 5.35 | 8.62 | 21.80 | 6.22 | 23.34 | 3.23 | 15.13 | 2.45 | 7.42 | 8.81 | 5.34 | 8.53 | 6.41 | 14.32 | 8.61 | 20.01 | 43.66 | 7.97 | 10.55 | 3.71 | 5.87 | 8.20 | 3.59 | 0.00 |
| Yield(%) | NA | 3.10 | 4.20 | 4.06 | 3.50 | NA | NA | 3.37 | NA | 0.48 | 2.95 | 1.97 | 7.56 | 5.29 | 2.08 | 4.72 | 0.23 | 1.49 | 4.81 | 3.83 | 4.30 | 2.16 | 2.60 | 1.46 | 2.00 | 2.95 | 9.75 | 6.73 | 2.65 | 3.82 | 0.37 | 1.03 | 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 - Optimal Moderate |
-12.23%
Feb 2006 - Feb 2009 |
-4.61%
Feb 2004 - Feb 2009 |
2.78%
Oct 2013 - Oct 2023 |
2.74%
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 - Optimal Moderate |
23.02%
Feb 2009 - Feb 2012 |
16.86%
Feb 2009 - Feb 2014 |
9.53%
Feb 2009 - Feb 2019 |
8.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart