SAM Balanced Portfolio
Principal Funds, Inc
Fund of funds

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
8.55%
Sharpe
1.46
Sortino
2.84
Max drawdown
-21.32%
Best month
7.80%
Worst month
-10.97%
Beta vs VTSAX
0.67
Correlation
0.95

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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