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Principal Real Estate Securities Fund R-4 Class (PRETX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.97+0.21 (+0.85%)
At close: 8:01PM EST

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return11.69%
5-Year Average Return10.23%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)36.01%
Worst 1 Yr Total Return (Feb 3, 2019)-32.85%
Best 3-Yr Total Return36.01%
Worst 3-Yr Total Return-11.07%

Trailing Returns (%) Vs. Benchmarks

ReturnPRETXCategory
YTD-13.97%-16.30%
1-Month-2.83%-2.66%
3-Month-5.75%-4.41%
1-Year-15.51%-17.05%
3-Year3.39%0.40%
5-Year4.57%2.65%
10-Year8.58%7.05%
Last Bull Market31.76%30.86%
Last Bear Market-16.31%-16.49%

Annual Total Return (%) History

Year
PRETXCategory
2020
N/AN/A
2019
30.73%27.28%
2018
-4.61%-5.97%
2017
8.73%6.22%
2016
5.58%6.89%
2015
3.91%2.41%
2014
31.92%28.03%
2013
3.68%1.55%
2012
16.78%17.60%
2011
8.85%7.51%
2010
24.99%27.08%
2009
27.47%31.26%
2008
-32.85%-39.55%
2007
-17.84%-14.66%
2006
36.01%33.58%
2005
15.22%11.51%
2004
33.51%32.02%
2003
37.73%36.80%
2002
7.52%4.54%
2001
7.88%10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-22.77%11.77%2.56%N/A
201917.30%3.05%7.70%0.43%
2018-5.24%6.57%1.15%-6.62%
20171.49%2.20%1.27%3.52%
20165.22%5.58%-1.43%-3.58%
20155.13%-10.26%2.99%6.94%
20149.95%6.79%-2.74%15.53%
20136.56%-0.80%-1.78%-0.14%
201210.31%3.45%-0.08%2.42%
20116.46%4.42%-15.44%15.80%
20109.55%-4.82%13.05%6.02%
2009-29.36%24.31%32.99%9.15%
20081.62%-5.18%5.38%-33.87%
20072.04%-11.27%2.82%-11.75%
200616.23%-0.74%7.68%9.48%
2005-7.02%14.55%3.94%4.07%
200413.44%-7.41%8.26%17.42%
20032.65%10.41%10.13%10.34%
20028.51%5.54%-6.54%0.46%
2001-3.96%9.95%-1.28%3.49%

Rank In Category (By Total Return)

YTD29
1-Month53
3-Month73
1-Year32
3-Year17
5-Year17

Load Adjusted Returns

1-Year-15.51%
3-Year3.39%
5-Year4.57%
10-Year8.58%