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Pensions
From tax raids to the dashboard: Key issues to watch in 2023
Will this year bring a pensions tax raid?
Principal Diversified Real Asset Instl (PDRDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.38
-0.10
(-0.87%)
At close: 08:05AM EST
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
N/A
5-year average return
N/A
Number of years up
N/A
Number of years down
N/A
Best 1-yr total return (Invalid Date)
N/A
Worst 1-yr total return (Invalid Date)
N/A
Best 3-yr total return
N/A
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Return
PDRDX
Category
YTD
4.15%
0.00%
1-month
1.95%
0.00%
3-month
4.15%
0.00%
1-year
34.53%
0.00%
3-year
5.17%
0.00%
5-year
5.87%
0.00%
10-year
2.74%
0.00%
Last bull market
12.32%
0.00%
Last bear market
-12.68%
0.00%
Annual total return (%) history
Year
PDRDX
Category
2021
N/A
N/A
2020
1.03%
N/A
2019
14.96%
N/A
2018
-8.06%
N/A
2017
11.13%
N/A
2016
5.34%
N/A
2015
-13.03%
N/A
2014
0.08%
N/A
2013
4.91%
N/A
2012
6.96%
N/A
2011
0.96%
N/A
2010
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
4.37%
N/A
N/A
N/A
2020
-19.33%
11.44%
5.02%
N/A
2019
8.92%
1.72%
-0.14%
N/A
2018
-1.17%
2.66%
-0.04%
N/A
2017
3.65%
1.03%
3.33%
N/A
2016
0.79%
4.69%
1.95%
N/A
2015
-0.12%
-0.70%
-10.12%
N/A
2014
3.96%
6.00%
-3.43%
N/A
2013
4.08%
-3.50%
3.31%
N/A
2012
3.96%
-1.16%
5.96%
N/A
2011
5.10%
-1.03%
-8.96%
N/A
2010
-1.94%
9.60%
9.18%
N/A
Rank in category (by total return)
YTD
38
1-month
50
3-month
38
1-year
44
3-year
72
5-year
83
Load adjusted returns
1-year
34.53%
3-year
5.17%
5-year
5.87%
10-year
2.74%
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