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Principal SAM Balanced A (SABPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.92+0.13 (+0.82%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.98%
5-Year Average Return6.25%
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)24.05%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.05%
Worst 3-Yr Total Return1.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSABPXCategory
YTD2.35%9.69%
1-Month-3.15%0.91%
3-Month1.75%5.21%
1-Year11.99%27.06%
3-Year1.47%11.00%
5-Year5.92%10.26%
10-Year5.86%8.34%
Last Bull Market18.61%15.58%
Last Bear Market-11.85%-12.16%

Annual Total Return (%) History

Year
SABPXCategory
2024
N/AN/A
2023
15.64%N/A
2022
-16.47%N/A
2021
13.22%N/A
2020
10.83%11.72%
2019
19.57%19.23%
2018
-5.39%-5.76%
2017
14.65%13.21%
2016
6.31%7.34%
2015
-1.25%-1.93%
2014
6.36%6.21%
2013
17.10%16.48%
2012
12.28%11.72%
2011
0.54%-0.11%
2010
13.10%11.83%
2009
24.05%24.13%
2008
-26.38%-28.00%
2007
8.25%5.99%
2006
10.36%11.29%
2005
5.21%5.13%
2004
9.23%8.86%
2003
21.34%20.35%
2002
-9.41%-12.02%
2001
-0.51%-5.05%
2000
0.13%1.82%
1999
26.97%10.71%
1998
16.27%13.52%
1997
10.22%19.63%
1996
N/A13.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.68%N/AN/AN/A
20234.34%4.06%-3.05%9.85%
2022-5.78%-11.85%-5.26%6.16%
20213.42%5.90%-1.21%4.64%
2020-15.43%13.09%5.44%9.90%
20198.71%3.39%1.34%4.97%
2018-0.96%1.03%2.75%-7.99%
20174.25%2.56%3.71%3.40%
20160.89%1.86%3.37%0.07%
20152.03%-0.52%-4.97%2.38%
20141.66%3.54%-1.28%2.34%
20136.19%-0.12%4.42%5.73%
20127.95%-1.81%4.63%1.24%
20113.84%0.77%-10.54%7.41%
20104.25%-6.43%9.15%6.23%
2009-7.01%13.43%12.55%4.49%
2008-5.85%-0.82%-7.85%-14.46%
20071.54%3.63%3.17%-0.29%
20063.37%-1.98%3.68%5.05%
2005-1.79%2.49%2.28%2.20%
20042.86%-0.25%-0.17%6.65%
2003-1.33%10.90%2.61%8.07%
2002-0.09%-5.96%-8.79%5.70%
2001-3.60%5.34%-7.93%6.42%
20005.14%-2.35%1.15%-3.58%
19995.37%5.16%-0.68%15.37%
19989.40%1.57%-8.47%14.32%
1997-1.41%8.66%5.12%-2.13%
19962.94%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month42
3-Month40
1-Year30
3-Year58
5-Year58

Load Adjusted Returns

1-Year5.83%
3-Year-0.43%
5-Year4.73%
10-Year5.26%