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Principal Real Estate Securities R4 (PRETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.81+0.05 (+0.19%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.41%
5-year average return3.71%
Number of years up18
Number of years down5
Best 1-yr total return (16 May 2024)39.25%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return39.25%
Worst 3-yr total return0.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRETXCategory
YTD-9.26%20.43%
1-month-7.51%2.69%
3-month-4.78%11.34%
1-year-1.92%36.79%
3-year-2.59%10.81%
5-year2.62%7.03%
10-year5.90%9.08%
Last bull market17.16%31.03%
Last bear market-15.74%-16.60%

Annual total return (%) history

Year
PRETXCategory
2024
N/AN/A
2023
12.95%N/A
2022
-25.41%N/A
2021
39.25%N/A
2020
-3.51%-4.49%
2019
30.73%27.28%
2018
-4.61%-5.97%
2017
8.73%6.22%
2016
5.58%6.89%
2015
3.91%2.41%
2014
31.92%28.03%
2013
3.68%1.55%
2012
16.78%17.60%
2011
8.85%7.51%
2010
24.99%27.08%
2009
27.47%31.26%
2008
-32.85%-39.55%
2007
-17.84%-14.66%
2006
36.01%33.58%
2005
15.22%11.51%
2004
33.51%32.02%
2003
37.73%36.80%
2002
7.52%4.54%
2001
7.88%10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.89%N/AN/AN/A
20233.17%1.81%-6.69%15.24%
2022-5.27%-15.74%-8.65%2.29%
20216.97%12.02%1.39%14.61%
2020-22.77%11.77%2.56%8.98%
201917.30%3.05%7.70%0.43%
2018-5.24%6.57%1.15%-6.62%
20171.49%2.20%1.27%3.52%
20165.22%5.58%-1.43%-3.58%
20155.13%-10.26%2.99%6.94%
20149.95%6.79%-2.74%15.53%
20136.56%-0.80%-1.78%-0.14%
201210.31%3.45%-0.08%2.42%
20116.46%4.42%-15.44%15.80%
20109.55%-4.82%13.05%6.02%
2009-29.36%24.31%32.99%9.15%
20081.62%-5.18%5.38%-33.87%
20072.04%-11.27%2.82%-11.75%
200616.23%-0.74%7.68%9.48%
2005-7.02%14.55%3.94%4.07%
200413.44%-7.41%8.26%17.42%
20032.65%10.41%10.13%10.34%
20028.51%5.54%-6.54%0.46%
2001-3.96%9.95%-1.28%3.49%

Rank in category (by total return)

YTD77
1-month53
3-month79
1-year73
3-year42
5-year34

Load adjusted returns

1-year-1.92%
3-year-2.59%
5-year2.62%
10-year5.90%