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Principal Diversified Real Asset Fund (PDARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.15+0.09 (+0.81%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.26%
5-Year Average Return4.63%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)17.42%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return17.42%
Worst 3-Yr Total Return0.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPDARXCategory
YTD1.34%8.60%
1-Month-1.83%0.11%
3-Month-0.34%4.82%
1-Year4.09%25.33%
3-Year1.44%8.02%
5-Year4.58%8.06%
10-Year1.97%6.03%
Last Bull Market10.88%13.54%
Last Bear Market-9.97%-13.20%

Annual Total Return (%) History

Year
PDARXCategory
2024
N/AN/A
2023
3.30%N/A
2022
-6.11%N/A
2021
17.42%N/A
2020
3.94%6.18%
2019
15.07%16.10%
2018
-7.84%-8.26%
2017
10.24%14.79%
2016
5.86%6.04%
2015
-12.36%-4.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.69%-0.34%N/AN/A
20231.26%-0.68%-4.05%7.05%
20225.72%-9.97%-8.20%7.47%
20214.24%6.06%1.47%4.67%
2020-19.50%11.21%4.80%10.79%
20198.69%1.51%-0.26%4.57%
2018-1.37%2.44%-0.26%-8.54%
20173.43%0.81%3.11%2.55%
20160.57%4.46%1.73%-0.95%
2015-0.33%-0.91%-10.32%-1.05%

Rank In Category (By Total Return)

YTD89
1-Month91
3-Month82
1-Year96
3-Year47
5-Year60

Load Adjusted Returns

1-Year4.09%
3-Year1.44%
5-Year4.58%
10-Year1.97%