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    Principal SAM Conservative Bal A (SAIPX)

    11.34 Down 0.09(0.79%) Jun 27

    Risk as of May 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up16
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2009):21.76%
    Worst 1 Yr Total Return(Dec 30, 2008):-19.13%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSAIPXCategory
    Alpha (against Standard Index)0.53-0.41
    Beta (against Standard Index)0.760.78
    Mean Annual Return0.350.28
    R-squared (against Standard Index)95.6690.93
    Standard Deviation5.545.81
    Sharpe Ratio0.750.60
    Treynor Ratio5.384.33
    5 Years
    StatisticSAIPXCategory
    Alpha (against Standard Index)0.830.14
    Beta (against Standard Index)0.760.76
    Mean Annual Return0.420.37
    R-squared (against Standard Index)96.9492.11
    Standard Deviation6.096.29
    Sharpe Ratio0.820.71
    Treynor Ratio6.495.76
    10 Years
    StatisticSAIPXCategory
    Alpha (against Standard Index)0.67-0.27
    Beta (against Standard Index)0.780.80
    Mean Annual Return0.470.40
    R-squared (against Standard Index)97.6291.38
    Standard Deviation7.828.32
    Sharpe Ratio0.590.47
    Treynor Ratio5.684.55