Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBCAX (Principal SAM Strategic Growth B) | NA | 5.96% | 14.60% | 11.84% | 5.74% | 3.60% | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBCAX (Principal SAM Strategic Growth B) | 02/11/1997 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.96 | 14.60 | 11.84 | 5.74 | 3.60 | NA | … | … | 2.87 | 7.22 | 25.86 | 13.91 | -3.07 | 14.72 | 25.52 | -38.04 | 8.46 | 11.90 | 6.14 | 11.04 | 30.31 | -22.11 | -7.32 | -5.07 | 43.67 | 21.54 | 10.14 |
| Sharpe Ratio | NA | 0.59 | 1.30 | 0.80 | 0.25 | NA | NA | … | … | 0.86 | 0.61 | 2.25 | 1.07 | -0.14 | 0.82 | 0.96 | -1.04 | 0.34 | 0.84 | 0.44 | 1.00 | 2.15 | -1.10 | -0.50 | -0.41 | 2.08 | 0.97 | 0.55 |
| Standard Deviation(%) | NA | 10.06 | 11.26 | 14.78 | 19.56 | NA | NA | … | … | 7.47 | 11.72 | 11.46 | 13.06 | 22.27 | 17.94 | 26.53 | 37.38 | 16.01 | 10.35 | 9.07 | 10.11 | 13.76 | 21.05 | 19.46 | 22.06 | 19.42 | 18.75 | 14.51 |
| Draw Down(%) | NA | 8.63 | 8.63 | 21.79 | 54.90 | NA | NA | … | … | 2.87 | 8.63 | 7.28 | 10.78 | 21.79 | 14.38 | 25.55 | 48.90 | 10.04 | 9.71 | 5.96 | 8.39 | 12.07 | 32.64 | 26.87 | 21.71 | 10.39 | 25.19 | 10.15 |
| Yield(%) | 0.00 | 5.79 | 3.11 | 2.18 | 2.77 | 2.14 | 3.80 | … | … | 0.00 | 6.09 | 0.95 | 0.13 | 0.00 | 0.06 | 0.54 | 6.62 | 8.41 | 0.53 | 0.48 | 0.00 | 0.00 | 0.00 | 3.61 | 4.63 | 5.66 | 10.38 | 6.46 |
Data as of 06/16/2015, Common starting date is 02/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCAX (Principal SAM Strategic Growth B) |
-15.27%
Mar 2000 – Mar 2003 |
-6.52%
Feb 2004 – Feb 2009 |
-1.09%
Aug 2000 – Aug 2010 |
3.23%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCAX (Principal SAM Strategic Growth B) |
29.82%
Mar 1997 – Mar 2000 |
19.52%
Feb 2009 – Feb 2014 |
9.48%
Apr 1997 – Apr 2007 |
6.52%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart