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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: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.56%
5-year average return5.97%
Number of years up11
Number of years down5
Best 1-yr total return (30 June 2024)23.52%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return23.52%
Worst 3-yr total return1.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSBGXCategory
YTD5.37%9.69%
1-month3.15%0.91%
3-month2.09%5.21%
1-year16.02%27.06%
3-year1.63%11.00%
5-year6.67%10.26%
10-year5.45%8.34%
Last bull market18.39%15.58%
Last bear market-11.97%-12.16%

Annual total return (%) history

Year
PSBGXCategory
2024
N/AN/A
2023
14.96%N/A
2022
-16.92%N/A
2021
12.54%N/A
2020
10.41%11.72%
2019
18.94%19.23%
2018
-5.92%-5.76%
2017
14.01%13.21%
2016
5.78%7.34%
2015
-1.76%-1.93%
2014
5.69%6.21%
2013
16.49%16.48%
2012
11.77%11.72%
2011
-0.04%-0.11%
2010
12.51%11.83%
2009
23.52%24.13%
2008
-26.80%-28.00%
2007
N/A5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.57%N/AN/AN/A
20234.17%3.92%-3.20%9.70%
2022-5.92%-11.97%-5.39%6.04%
20213.25%5.77%-1.33%4.44%
2020-15.44%12.96%5.32%9.75%
20198.60%3.29%1.11%4.87%
2018-1.11%0.91%2.61%-8.13%
20174.05%2.47%3.58%3.24%
20160.78%1.69%3.20%0.02%
20151.92%-0.67%-5.07%2.22%
20141.48%3.39%-1.42%2.18%
20135.99%-0.19%4.28%5.61%
20127.84%-1.92%4.48%1.14%
20113.69%0.65%-10.73%7.29%
20104.08%-6.55%9.04%6.10%
2009-7.05%13.23%12.39%4.43%
2008-5.96%-0.96%-7.97%-14.60%
20073.45%3.05%-0.43%N/A

Rank in category (by total return)

YTD42
1-month51
3-month65
1-year34
3-year69
5-year74

Load adjusted returns

1-year16.02%
3-year1.63%
5-year6.67%
10-year5.45%