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Principal Diversified Real Asset Instl (PDRDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.66+0.24 (+2.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return6.66%
5-year average return0.64%
Number of years up8
Number of years down2
Best 1-yr total return (3 Feb 2019)15.01%
Worst 1-yr total return (3 Feb 2019)-12.40%
Best 3-yr total return15.01%
Worst 3-yr total return-1.82%

Trailing returns (%) vs. Benchmarks

ReturnPDRDXCategory
YTD0.91%8.60%
1-month2.22%0.11%
3-month1.73%4.82%
1-year14.41%25.33%
3-year9.54%8.02%
5-year8.06%8.06%
10-year3.84%6.03%
Last bull market12.32%13.54%
Last bear market-12.68%-13.20%

Annual total return (%) history

Year
PDRDXCategory
2021
N/AN/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
20214.15%6.14%1.42%N/A
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)

YTD15
1-month31
3-month7
1-year27
3-year56
5-year65

Load adjusted returns

1-year29.42%
3-year9.95%
5-year7.34%
10-year4.15%