PUSAX - Principal Spectrum Preferred and Capital Securities Income Fund
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return-0.90%
5-Year Average Return1.00%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Jun 1, 2023)45.26%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return45.26%
Worst 3-Yr Total Return-1.77%
Trailing Returns (%) Vs. Benchmarks
ReturnPUSAXCategory
YTD-0.90%5.09%
1-Month0.71%1.29%
3-Month-4.02%3.60%
1-Year-3.81%19.60%
3-Year-0.53%7.20%
5-Year1.00%5.90%
10-Year2.67%6.54%
Last Bull Market6.99%11.27%
Last Bear Market-7.66%-4.58%
Annual Total Return (%) History
YearPUSAXCategory
2023N/AN/A
2022-11.34%N/A
20212.16%N/A
20204.66%4.83%
201915.48%17.63%
2018-5.20%-5.49%
20179.66%9.78%
20162.89%5.66%
20154.12%3.18%
201410.65%11.44%
20130.89%1.11%
201218.25%18.05%
20110.71%2.26%
201015.45%18.29%
200945.26%50.41%
2008-22.91%-26.18%
2007-8.81%-12.38%
20066.02%9.14%
20050.64%-0.21%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
2023-2.30%N/AN/AN/A
2022-5.13%-7.66%-1.69%2.95%
2021-0.24%2.49%0.67%-0.74%
2020-12.39%9.85%4.23%4.33%
20196.14%3.35%2.79%2.41%
2018-1.30%-0.91%0.70%-3.74%
20173.89%3.54%1.27%0.66%
2016-0.24%2.41%2.25%-1.51%
20152.95%-1.13%0.44%1.84%
20145.09%3.69%0.18%1.36%
20132.60%-1.85%-1.24%1.45%
20127.74%1.35%5.32%2.83%
20113.77%1.44%-6.15%1.94%
20106.46%-1.85%9.96%0.49%
2009-13.70%38.55%16.01%4.71%
20082.60%-3.88%-21.09%-0.93%
20070.73%-1.43%-2.09%-6.20%
20060.30%-1.60%5.08%2.23%
2005-1.42%1.78%0.41%-0.10%
Rank In Category (By Total Return)
YTD76
1-Month59
3-Month42
1-Year58
3-Year77
5-Year86
Load Adjusted Returns
1-Year-4.64%
3-Year0.02%
5-Year0.87%
10-Year2.62%
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