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Principal Inflation Protection Inst (PIPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.72-0.03 (-0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.78%
5-year average return1.76%
Number of years up14
Number of years down5
Best 1-yr total return (27 Jun 2024)12.36%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return12.36%
Worst 3-yr total return-2.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIPIXCategory
YTD0.13%2.01%
1-month1.72%0.29%
3-month0.79%2.93%
1-year1.12%7.04%
3-year-1.64%5.93%
5-year1.75%3.88%
10-year1.47%2.85%
Last bull market5.27%4.99%
Last bear market-6.33%3.43%

Annual total return (%) history

Year
PIPIXCategory
2024
N/AN/A
2023
3.49%N/A
2022
-12.08%N/A
2021
5.35%N/A
2020
10.59%10.01%
2019
8.05%7.92%
2018
-1.58%-1.64%
2017
3.01%2.72%
2016
3.83%4.59%
2015
-2.15%-2.36%
2014
3.20%1.80%
2013
-8.37%-7.85%
2012
7.07%6.45%
2011
12.36%10.93%
2010
7.15%5.94%
2009
6.62%10.88%
2008
-17.98%-4.08%
2007
6.08%9.86%
2006
0.43%0.09%
2005
2.43%2.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.00%N/AN/AN/A
20233.65%-1.51%-2.94%4.44%
2022-2.91%-6.33%-5.21%1.99%
2021-1.69%3.33%1.56%2.11%
20200.49%4.72%3.36%1.67%
20193.19%2.53%0.95%1.16%
2018-0.70%0.83%-0.94%-0.77%
20171.30%-0.47%0.70%1.45%
20163.65%1.65%1.04%-2.46%
20151.54%-1.40%-1.77%-0.50%
20141.93%3.66%-2.05%-0.28%
2013-0.54%-6.64%0.82%-2.12%
20120.92%2.95%2.22%0.81%
20112.12%2.79%4.42%2.50%
20100.94%4.01%2.81%-0.74%
2009-0.14%0.70%4.18%1.77%
2008-0.80%-0.69%-7.26%-10.23%
20072.25%-1.03%2.50%2.26%
2006-2.11%0.40%3.40%-1.17%
2005-0.45%2.95%-0.11%0.06%

Rank in category (by total return)

YTD34
1-month38
3-month44
1-year70
3-year56
5-year63

Load adjusted returns

1-year1.12%
3-year-1.64%
5-year1.75%
10-year1.47%