OTC Markets OTCPK - Delayed Quote USD

Principal Preferred Secs N Inc USD (0P00018XP4)

9.48 +0.02 (+0.21%)
As of September 13 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.82%
5y Average Return 3.09%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Sep 12, 2024) 16.69%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 16.69%
Worst 3Y Total Return -1.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018XP4
Category
YTD
7.25%
0.00%
1-Month
1.40%
0.00%
3-Month
3.69%
0.00%
1-Year
12.55%
0.00%
3-Year
1.24%
0.00%
5-Year
3.06%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00018XP4
Category
2024
--
--
2023
8.40%
--
2022
-10.08%
--
2021
2.40%
--
2020
4.90%
--
2019
16.69%
--
2018
-5.00%
--
2017
10.36%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.88% 1.30% -- --
2023 -0.40% 2.45% 0.66% 5.53%
2022 -4.83% -6.98% -2.55% 4.23%
2021 -0.34% 2.53% 0.67% -0.45%
2020 -12.92% 11.80% 3.98% 3.64%
2019 6.08% 4.06% 2.90% 2.73%
2018 -1.58% -1.63% 1.47% -3.31%
2017 3.69% 3.88% 1.39% 1.05%
2016 -0.84% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 12.55%
3-Year 1.24%
5-Year 3.06%
10-Year --

Performance & Risk

YTD Return 7.82%
5y Average Return 3.09%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Principal Global Investors (Ireland) Ltd
Net Assets --
YTD Return 7.25%
Yield 5.02%
Morningstar Rating --
Inception Date Aug 29, 2022

Fund Summary

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