Nasdaq - Delayed Quote USD

Principal Real Estate Securities R1 (PRAEX)

24.80 +0.17 (+0.69%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.16%
5y Average Return 2.77%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 38.56%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 38.56%
Worst 3Y Total Return -0.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRAEX
Category
YTD
-1.98%
20.43%
1-Month
1.42%
2.69%
3-Month
-1.98%
11.34%
1-Year
6.91%
36.79%
3-Year
1.97%
10.81%
5-Year
3.85%
7.03%
10-Year
6.55%
9.08%
Last Bull Market
43.48%
31.03%
Last Bear Market
-15.86%
-16.60%

Annual Total Return (%) History

Year
PRAEX
Category
2024
--
--
2023
12.39%
--
2022
-25.78%
--
2021
38.56%
--
2020
-3.97%
-4.49%
2019
30.06%
27.28%
2018
-5.04%
-5.97%
2017
8.18%
6.22%

2016
5.03%
6.89%
2015
3.40%
2.41%
2014
31.29%
28.03%
2013
3.16%
1.55%
2012
16.14%
17.60%
2011
8.38%
7.51%
2010
24.37%
27.08%
2009
26.72%
31.26%
2008
-33.16%
-39.55%
2007
-18.24%
-14.66%
2006
35.28%
33.58%
2005
14.66%
11.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.98% -- -- --
2023 3.04% 1.68% -6.80% 15.10%
2022 -5.40% -15.86% -8.72% 2.14%
2021 6.83% 11.86% 1.28% 14.48%
2020 -22.84% 11.58% 2.44% 8.89%
2019 17.16% 2.93% 7.52% 0.31%
2018 -5.31% 6.41% 1.04% -6.72%
2017 1.37% 2.10% 1.12% 3.36%
2016 5.10% 5.48% -1.59% -3.72%
2015 5.02% -10.36% 2.87% 6.76%

2014 9.85% 6.68% -2.92% 15.40%
2013 6.48% -0.93% -1.89% -0.32%
2012 10.16% 3.34% -0.21% 2.25%
2011 6.38% 4.28% -15.49% 15.61%
2010 9.50% -4.94% 12.86% 5.87%
2009 -29.46% 24.04% 32.90% 8.98%
2008 1.47% -5.28% 5.24% -33.92%
2007 1.91% -11.36% 2.66% -11.83%
2006 16.05% -0.86% 7.53% 9.34%
2005 -7.15% 14.44% 3.77% 3.99%

Rank in Category (By Total Return)

YTD 78
1-Month 71
3-Month 78
1-Year 70
3-Year 56
5-Year 43

Load Adjusted Returns

1-Year 6.91%
3-Year 1.97%
5-Year 3.85%
10-Year 6.55%

Performance & Risk

YTD Return -9.16%
5y Average Return 2.77%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Principal Funds
Net Assets 5.95B
YTD Return -1.98%
Yield 2.03%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in equity securities regardless of market capitalization (small, medium or large). The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.

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