UK markets closed

Principal Preferred Securities Inst (PPSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.08+0.02 (+0.22%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.52%
5-year average return2.78%
Number of years up17
Number of years down4
Best 1-yr total return (2 Jul 2024)46.57%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return46.57%
Worst 3-yr total return-0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPPSIXCategory
YTD5.17%5.09%
1-month0.75%1.29%
3-month1.36%3.60%
1-year12.15%19.60%
3-year0.11%7.20%
5-year2.81%5.90%
10-year4.01%6.54%
Last bull market11.28%11.27%
Last bear market-7.44%-4.58%

Annual total return (%) history

Year
PPSIXCategory
2024
N/AN/A
2023
6.46%N/A
2022
-10.67%N/A
2021
3.03%N/A
2020
5.45%4.83%
2019
16.44%17.63%
2018
-4.54%-5.49%
2017
10.50%9.78%
2016
3.72%5.66%
2015
5.04%3.18%
2014
11.54%11.44%
2013
1.81%1.11%
2012
19.18%18.05%
2011
1.53%2.26%
2010
16.49%18.29%
2009
46.57%50.41%
2008
-22.30%-26.18%
2007
-7.99%-12.38%
2006
6.94%9.14%
2005
1.62%-0.21%
2004
4.36%8.57%
2003
10.72%20.95%
2002
N/A16.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.75%1.36%N/AN/A
2023-2.10%1.97%1.14%5.44%
2022-5.02%-7.44%-1.48%3.13%
20210.03%2.67%0.86%-0.54%
2020-12.25%10.13%4.50%4.42%
20196.41%3.53%2.98%2.64%
2018-1.11%-0.71%0.89%-3.64%
20174.08%3.73%1.47%0.87%
2016-0.02%2.51%2.55%-1.31%
20153.25%-1.01%0.73%2.03%
20145.29%3.99%0.29%1.57%
20132.89%-1.64%-1.03%1.64%
20127.95%1.55%5.53%3.03%
20113.98%1.64%-5.93%2.13%
20106.76%-1.74%10.27%0.70%
2009-13.49%38.94%16.21%4.93%
20082.82%-3.77%-20.90%-0.72%
20070.95%-1.21%-1.88%-5.98%
20060.52%-1.38%5.30%2.45%
2005-1.21%2.01%0.63%0.21%
20043.16%-5.26%4.16%2.51%
20032.21%5.55%-0.45%3.09%
20023.66%0.25%N/AN/A

Rank in category (by total return)

YTD44
1-month24
3-month50
1-year57
3-year38
5-year49

Load adjusted returns

1-year12.15%
3-year0.11%
5-year2.81%
10-year4.01%