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Principal Preferred Securities R-6 (PPREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.050.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.22%
5-year average return2.94%
Number of years up4
Number of years down2
Best 1-yr total return (26 Jun 2024)16.56%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return16.56%
Worst 3-yr total return-0.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPREXCategory
YTD4.43%5.09%
1-month1.55%1.29%
3-month2.07%3.60%
1-year12.44%19.60%
3-year0.30%7.20%
5-year3.16%5.90%
10-year4.07%6.54%
Last bull market11.21%11.27%
Last bear market-7.42%-4.58%

Annual total return (%) history

Year
PPREXCategory
2024
N/AN/A
2023
6.70%N/A
2022
-10.68%N/A
2021
3.14%N/A
2020
5.56%4.83%
2019
16.56%17.63%
2018
-4.43%-5.49%
2017
N/A9.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.66%N/AN/AN/A
2023-1.96%2.00%1.05%5.59%
2022-4.99%-7.42%-1.57%3.17%
20210.06%2.70%0.79%-0.42%
2020-12.23%10.16%4.43%4.55%
20196.44%3.55%3.01%2.66%
2018-1.19%-0.58%0.92%-3.61%
20173.83%1.40%0.98%N/A

Rank in category (by total return)

YTD55
1-month94
3-month44
1-year63
3-year43
5-year47

Load adjusted returns

1-year12.44%
3-year0.30%
5-year3.16%
10-year4.07%