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Principal SAM Balanced R1 (PSBGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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16.04

+0.08

(+0.50%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up11

Number of Years Down5

Best 1 Yr Total Return (Jul 2, 2024)23.52%

Worst 1 Yr Total Return (Jul 2, 2024)N/A

Risk Statistics

3 Years

PSBGXCategory Average

5 Years

PSBGXCategory Average

10 Years

PSBGXCategory Average

Alpha

0.68-0.01

0.15-0.01

-0.26-0

BETA

1.030.01

1.040.01

1.040.01

Mean Annual Return

0.210.01

0.560.01

0.490.01

R-squared

97.80.93

97.930.92

97.740.92

Standard Deviation

13.050.13

12.980.1

10.480.09

Sharpe Ratio

-0.070.01

0.340.01

0.40.01

Treynor Ratio

-1.720.09

3.610.09

3.650.07