PGRUX - Principal Global Real Estate Securities Fund R-5

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.35%
5-Year Average Return0.49%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (May 31, 2023)24.32%
Worst 1 Yr Total Return (May 31, 2023)N/A
Best 3-Yr Total Return24.32%
Worst 3-Yr Total Return-4.73%

Trailing Returns (%) Vs. Benchmarks

ReturnPGRUXCategory
YTD-0.35%14.32%
1-Month-3.72%0.73%
3-Month-3.39%8.73%
1-Year-14.36%32.33%
3-Year1.48%7.75%
5-Year0.49%6.57%
10-Year0.00%6.49%
Last Bull Market37.96%23.44%
Last Bear Market-17.29%-20.52%

Annual Total Return (%) History

Year
PGRUXCategory
2023
N/AN/A
2022
-26.89%N/A
2021
23.14%N/A
2020
-3.95%-5.43%
2019
24.32%23.45%
2018
-3.61%-7.11%
2017
14.64%15.12%
2016
N/A1.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.86%N/AN/AN/A
2022-5.32%-17.29%-11.21%5.13%
20214.36%9.14%-1.25%9.48%
2020-25.65%11.41%4.35%11.12%
201915.08%1.41%3.84%2.58%
2018-1.45%3.16%0.48%-5.64%
20172.82%3.79%2.66%4.64%
20162.58%1.27%-6.47%N/A

Rank In Category (By Total Return)

YTD25
1-Month48
3-Month43
1-Year66
3-Year70
5-Year48

Load Adjusted Returns

1-Year-15.10%
3-Year4.28%
5-Year1.50%
10-Year3.17%