PDRDX - Principal Diversified Real Asset Instl

Nasdaq - Nasdaq Delayed price. Currency in USD

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.49%
5-year average return3.55%
Number of years up9
Number of years down3
Best 1-yr total return (1 Jun 2023)17.34%
Worst 1-yr total return (1 Jun 2023)N/A
Best 3-yr total return17.34%
Worst 3-yr total return-1.82%

Trailing returns (%) vs. Benchmarks

ReturnPDRDXCategory
YTD-0.49%8.60%
1-month-1.36%0.11%
3-month-1.21%4.82%
1-year-11.28%25.33%
3-year8.30%8.02%
5-year3.55%8.06%
10-year2.68%6.03%
Last bull market25.33%13.54%
Last bear market-9.98%-13.20%

Annual total return (%) history

Year
PDRDXCategory
2023
N/AN/A
2022
-6.16%N/A
2021
17.34%N/A
2020
3.97%6.18%
2019
15.01%16.10%
2018
-7.90%-8.26%
2017
10.17%14.79%
2016
5.86%6.04%
2015
-12.40%-4.15%
2014
2.52%1.54%
2013
5.38%10.07%
2012
7.65%10.74%
2011
0.83%-3.99%
2010
N/A10.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.25%N/AN/AN/A
20225.71%-9.98%-8.29%7.54%
20214.15%6.14%1.42%4.65%
2020-19.50%11.21%4.80%10.83%
20198.69%1.51%-0.35%4.61%
2018-1.37%2.44%-0.26%-8.60%
20173.43%0.81%3.11%2.49%
20160.57%4.46%1.73%-0.96%
2015-0.33%-0.91%-10.32%-1.09%
20143.74%5.77%-3.64%-3.04%
20133.86%-3.71%3.08%2.23%
20123.73%-1.37%5.73%-0.48%
20114.87%-1.24%-9.16%7.18%
2010-2.16%9.36%8.94%N/A

Rank in category (by total return)

YTD80
1-month42
3-month76
1-year93
3-year12
5-year26

Load adjusted returns

1-year-6.80%
3-year11.05%
5-year4.27%
10-year2.72%