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Principal Income R2 (PIONX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.07+0.01 (+0.10%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return1.12%
5-year average return2.04%
Number of years up7
Number of years down3
Best 1-yr total return (3 Feb 2019)8.89%
Worst 1-yr total return (3 Feb 2019)-1.69%
Best 3-yr total return8.89%
Worst 3-yr total return0.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIONXCategory
YTD-2.39%-1.22%
1-month-1.74%0.67%
3-month-1.88%1.77%
1-year1.57%0.77%
3-year4.58%5.26%
5-year2.96%3.02%
10-year0.00%3.31%
Last bull market5.65%3.52%
Last bear market0.40%3.25%

Annual total return (%) history

Year
PIONXCategory
2020
7.48%7.52%
2019
8.21%8.06%
2018
-0.60%-0.50%
2017
3.76%3.71%
2016
4.80%3.23%
2015
-1.69%-0.26%
2014
4.55%5.18%
2013
-0.67%-1.42%
2012
8.89%7.01%
2011
5.31%5.86%
2010
N/A7.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-0.54%5.75%1.11%1.07%
20193.40%2.35%2.06%0.18%
2018-1.23%0.26%0.28%0.08%
20171.07%1.18%1.04%0.43%
20162.65%2.94%1.20%-2.00%
20151.58%-1.19%-0.61%-1.46%
20142.26%2.22%-0.48%0.50%
20130.51%-2.64%0.85%0.65%
20122.20%2.12%3.42%0.89%
20111.38%1.67%0.08%2.09%
20102.95%3.63%-0.64%N/A

Rank in category (by total return)

YTD87
1-month87
3-month86
1-year63
3-year81
5-year23

Load adjusted returns

1-year1.46%
3-year4.62%
5-year4.00%
10-year3.53%