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Principal Real Estate Securities R3 (PRERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.96+0.14 (+0.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.94%
5-year average return2.68%
Number of years up18
Number of years down5
Best 1-yr total return (2 May 2024)38.96%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.96%
Worst 3-yr total return-0.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRERXCategory
YTD-9.33%20.43%
1-month-7.56%2.69%
3-month-4.84%11.34%
1-year-2.12%36.79%
3-year-2.79%10.81%
5-year2.42%7.03%
10-year5.69%9.08%
Last bull market17.08%31.03%
Last bear market-15.81%-16.60%

Annual total return (%) history

Year
PRERXCategory
2024
N/AN/A
2023
12.74%N/A
2022
-25.56%N/A
2021
38.96%N/A
2020
-3.68%-4.49%
2019
30.46%27.28%
2018
-4.74%-5.97%
2017
8.52%6.22%
2016
5.35%6.89%
2015
3.76%2.41%
2014
31.66%28.03%
2013
3.49%1.55%
2012
16.54%17.60%
2011
8.63%7.51%
2010
24.79%27.08%
2009
27.12%31.26%
2008
-32.94%-39.55%
2007
-18.02%-14.66%
2006
35.76%33.58%
2005
14.92%11.51%
2004
33.34%32.02%
2003
37.50%36.80%
2002
7.97%4.54%
2001
7.68%10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.91%N/AN/AN/A
20233.13%1.79%-6.76%15.19%
2022-5.30%-15.81%-8.66%2.23%
20216.90%11.97%1.36%14.54%
2020-22.81%11.73%2.48%8.99%
201917.24%3.00%7.63%0.37%
2018-5.27%6.53%1.10%-6.63%
20171.47%2.17%1.17%3.46%
20165.15%5.56%-1.47%-3.67%
20155.08%-10.25%2.95%6.87%
20149.92%6.73%-2.82%15.49%
20136.56%-0.90%-1.78%-0.23%
201210.29%3.43%-0.17%2.35%
20116.42%4.33%-15.43%15.69%
20109.59%-4.90%12.97%6.00%
2009-29.46%24.22%33.05%9.04%
20081.56%-5.19%5.36%-33.90%
20071.98%-11.32%2.80%-11.81%
200616.19%-0.79%7.59%9.46%
2005-7.13%14.54%3.87%4.00%
200413.42%-7.42%8.21%17.36%
20032.63%10.35%10.16%10.21%
20028.42%5.46%-6.55%1.05%
2001-4.05%9.86%-1.28%3.49%

Rank in category (by total return)

YTD79
1-month56
3-month81
1-year75
3-year49
5-year39

Load adjusted returns

1-year-2.12%
3-year-2.79%
5-year2.42%
10-year5.69%