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Principal Strategic Asset Management Balanced Portfolio (SCBPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.72+0.10 (+0.64%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 29, 2024)23.17%
Worst 1 Yr Total Return (May 29, 2024)N/A

Risk Statistics

3 Years
SCBPXCategory Average
5 Years
SCBPXCategory Average
10 Years
SCBPXCategory Average
Alpha
0.18-0.01
-0.3-0.01
-0.55-0
BETA
1.020.01
1.040.01
1.040.01
Mean Annual Return
0.120.01
0.490.01
0.460.01
R-squared
97.840.93
98.060.92
97.830.92
Standard Deviation
12.930.13
13.150.1
10.470.09
Sharpe Ratio
-0.120.01
0.280.01
0.380.01
Treynor Ratio
-2.380.09
2.770.09
3.40.07