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Principal Real Estate Securities Fund R-2 Class (PRENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.23+0.07 (+0.28%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return11.61%
5-year average return9.82%
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)35.46%
Worst 1-yr total return (3 Feb 2019)-33.05%
Best 3-yr total return35.46%
Worst 3-yr total return-11.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRENXCategory
YTD1.98%20.43%
1-month0.20%2.69%
3-month3.54%11.34%
1-year4.34%36.79%
3-year10.13%10.81%
5-year5.57%7.03%
10-year0.00%9.08%
Last bull market31.38%31.03%
Last bear market-16.39%-16.60%

Annual total return (%) history

Year
PRENXCategory
2020
-3.82%-4.49%
2019
30.24%27.28%
2018
-4.95%-5.97%
2017
8.33%6.22%
2016
5.17%6.89%
2015
3.53%2.41%
2014
31.42%28.03%
2013
3.33%1.55%
2012
16.33%17.60%
2011
8.46%7.51%
2010
24.58%27.08%
2009
26.84%31.26%
2008
-33.05%-39.55%
2007
-18.16%-14.66%
2006
35.46%33.58%
2005
14.80%11.51%
2004
33.08%32.02%
2003
37.35%36.80%
2002
7.05%4.54%
2001
7.49%10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-22.82%11.64%2.45%8.95%
201917.21%2.95%7.58%0.33%
2018-5.30%6.42%1.12%-6.73%
20171.39%2.14%1.16%3.42%
20165.13%5.47%-1.50%-3.70%
20155.01%-10.29%2.87%6.84%
20149.78%6.72%-2.82%15.44%
20136.52%-0.96%-1.85%-0.22%
201210.18%3.38%-0.17%2.29%
20116.42%4.24%-15.44%15.63%
20109.54%-4.96%12.99%5.91%
2009-29.47%24.12%32.96%8.97%
20081.54%-5.31%5.34%-33.90%
20071.95%-11.34%2.71%-11.84%
200616.09%-0.84%7.58%9.38%
2005-7.13%14.44%3.82%4.04%
200413.38%-7.48%8.14%17.31%
20032.65%10.34%10.07%10.17%
20028.42%5.38%-6.64%0.36%
2001-4.05%9.76%-1.28%3.40%

Rank in category (by total return)

YTD88
1-month86
3-month88
1-year52
3-year38
5-year30

Load adjusted returns

1-year4.06%
3-year9.96%
5-year7.62%
10-year8.51%