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 Dow Down0.16% Nasdaq Up0.40%

Principal SAM Conservative Bal R1 (PCSSX)

12.29 Up 0.01(0.08%) Jul 23

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2009):21.20%
Worst 1 Yr Total Return(Dec 30, 2008):-19.57%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticPCSSXCategory
Alpha (against Standard Index)0.310.13
Beta (against Standard Index)0.770.69
Mean Annual Return0.620.54
R-squared (against Standard Index)97.5888.09
Standard Deviation6.386.03
Sharpe Ratio1.151.11
Treynor Ratio9.539.79
5 Years
StatisticPCSSXCategory
Alpha (against Standard Index)0.881.13
Beta (against Standard Index)0.770.69
Mean Annual Return0.830.77
R-squared (against Standard Index)97.8589.23
Standard Deviation6.766.33
Sharpe Ratio1.461.48
Treynor Ratio13.1414.06
10 Years
StatisticPCSSXCategory
Alpha (against Standard Index)-0.40-0.59
Beta (against Standard Index)0.780.75
Mean Annual Return0.500.47
R-squared (against Standard Index)97.0188.51
Standard Deviation7.587.67
Sharpe Ratio0.570.54
Treynor Ratio5.445.32