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Principal Real Estate Securities Fd R6 (PFRSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.75+0.06 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.35%
5-year average return3.63%
Number of years up4
Number of years down3
Best 1-yr total return (4 June 2024)39.73%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return39.73%
Worst 3-yr total return0.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFRSXCategory
YTD-3.53%20.43%
1-month6.22%2.69%
3-month-0.33%11.34%
1-year8.93%36.79%
3-year-0.61%10.81%
5-year4.01%7.03%
10-year6.60%9.08%
Last bull market17.35%31.03%
Last bear market-15.67%-16.60%

Annual total return (%) history

Year
PFRSXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-25.14%N/A
2021
39.73%N/A
2020
-3.12%-4.49%
2019
31.21%27.28%
2018
-4.22%-5.97%
2017
9.08%6.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.79%N/AN/AN/A
20233.25%1.92%-6.58%15.35%
2022-5.18%-15.67%-8.53%2.36%
20217.01%12.16%1.50%14.71%
2020-22.70%11.84%2.69%9.12%
201917.39%3.14%7.77%0.55%
2018-5.14%6.65%1.29%-6.53%
20171.58%2.28%1.32%3.63%

Rank in category (by total return)

YTD39
1-month6
3-month31
1-year45
3-year24
5-year21

Load adjusted returns

1-year8.93%
3-year-0.61%
5-year4.01%
10-year6.60%