PGDTX - Principal Diversified Real Asset Fund Class R-5

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.46%
5-Year Average Return4.07%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jan 12, 2023)17.15%
Worst 1 Yr Total Return (Jan 12, 2023)N/A
Best 3-Yr Total Return17.15%
Worst 3-Yr Total Return3.09%

Trailing Returns (%) Vs. Benchmarks

ReturnPGDTXCategory
YTD3.46%8.60%
1-Month0.81%0.11%
3-Month9.73%4.82%
1-Year-3.68%25.33%
3-Year5.52%8.02%
5-Year4.07%8.06%
10-Year0.00%6.03%
Last Bull Market25.15%13.54%
Last Bear Market-10.03%-13.20%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD13
1-Month82
3-Month54
1-Year13
3-Year10
5-Year16

Load Adjusted Returns

1-Year-6.34%
3-Year4.39%
5-Year3.75%
10-Year2.84%