# Principal SAM Balanced Inst (PSBIX)

> Source: Nexqual · https://nexqual.com/PSBIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal SAM Balanced Inst (PSBIX), nexqual.com/PSBIX" · informational, not investment advice.

**Price:** USD 17.01 (-0.23% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.05 · day 17.01–17.01 · 52w 15.62–17.76 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +8.1% vs S&P 500 +13.4%; 5Y +34.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +8.1% | +34.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +8.2% | +6.2% |
| Volatility (annualized) | 9.0% | 10.7% |
| Max drawdown | -6.6% (Feb 2026→Mar 2026) | -22.0% (Nov 2021→Oct 2022) |

## Peers
PMBIX (PIMCO Total Return II Fund Inst) USD 8.06 -0.00% · JAIGX (Janus Henderson Overseas Portfo) USD 59.87 +0.00% · PEIIX (Principal Fds, Inc. Equity Inco) USD 45.94 +0.00% · PIFIX (Principal Fds, Inc. Strategic A) USD 12.74 +0.00% · MSFKX (MFS Total Return Fund Class R6) USD 20.28 -0.00%

## More
Full page: https://nexqual.com/PSBIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt