MFLens
Trailing returns lie. Rolling data doesn’t.Principal Balanced Advantage Fund
Balanced AdvantagePrincipal Mutual Fund
BELOW AVERAGE44/100
Ranks #21 of 25 Balanced Advantage funds
Track Record
66.4%
3Y rolling
Sharpe Ratio
0.31
3Y
Alpha
0.99%
vs benchmark · 3Y
CAGR
9.17%
3Y annualised
Full analysis at mflens.in
1 August 2026
Past performance does not guarantee future returns. Data via MFLens rolling analysis.