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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

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

PSBGXCategory average

5 years

PSBGXCategory average

10 years

PSBGXCategory average

Alpha

0.72-0.01

0-0.01

-0.29-0

BETA

1.030.01

1.040.01

1.040.01

Mean annual return

0.20.01

0.610.01

0.490.01

R-squared

97.790.93

97.970.92

97.760.92

Standard deviation

13.050.13

13.080.1

10.480.09

Sharpe ratio

-0.060.01

0.390.01

0.410.01

Treynor ratio

-1.60.09

4.230.09

3.740.07