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Nasdaq - Delayed Quote USD

Principal Real Estate Securities C (PRCEX)

27.08
+0.10
+(0.37%)
At close: 8:01:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.66%
5y Average Return 5.08%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 11, 2025) 38.17%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 38.17%
Worst 3Y Total Return -4.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRCEX
Category
YTD
3.25%
20.43%
1-Month
-2.08%
2.69%
3-Month
3.25%
11.34%
1-Year
9.95%
36.79%
3-Year
-1.96%
10.81%
5-Year
8.85%
7.03%
10-Year
4.81%
9.08%
Last Bull Market
24.10%
31.03%
Last Bear Market
-15.92%
-16.60%

Annual Total Return (%) History

Year
PRCEX
Category
2025
--
--
2024
4.24%
--
2023
11.89%
--
2022
-26.03%
--
2021
38.17%
--
2020
-4.32%
-4.49%
2019
29.65%
27.28%
2018
-5.41%
-5.97%

2017
7.79%
6.22%
2016
4.65%
6.89%
2015
3.04%
2.41%
2014
30.77%
28.03%
2013
2.73%
1.55%
2012
15.62%
17.60%
2011
7.86%
7.51%
2010
23.83%
27.08%
2009
26.40%
31.26%
2008
-33.30%
-39.55%
2007
--
-14.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.25% -- -- --
2024 -2.11% -0.03% 14.97% -7.36%
2023 2.92% 1.57% -6.90% 14.96%
2022 -5.47% -15.92% -8.83% 2.07%
2021 6.76% 11.80% 1.19% 14.40%
2020 -22.93% 11.50% 2.32% 8.82%
2019 17.08% 2.85% 7.40% 0.25%
2018 -5.46% 6.36% 0.98% -6.84%
2017 1.27% 1.99% 1.04% 3.29%
2016 4.98% 5.36% -1.64% -3.81%

2015 4.92% -10.40% 2.73% 6.70%
2014 9.70% 6.54% -2.97% 15.31%
2013 6.34% -1.06% -1.97% -0.40%
2012 10.06% 3.15% -0.31% 2.15%
2011 6.24% 4.11% -15.57% 15.50%
2010 9.40% -5.15% 12.77% 5.81%
2009 -29.59% 24.16% 32.67% 8.98%
2008 1.40% -5.33% 5.22% -33.97%
2007 -11.33% 2.61% -11.92% --

Rank in Category (By Total Return)

YTD 15
1-Month 16
3-Month 15
1-Year 28
3-Year 57
5-Year 74

Load Adjusted Returns

1-Year 8.95%
3-Year -1.96%
5-Year 8.85%
10-Year 4.81%

Performance & Risk

YTD Return -3.66%
5y Average Return 5.08%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Principal Funds
Net Assets 6.36B
YTD Return 3.25%
Yield 1.32%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry. It invests in equity securities regardless of market capitalization (small, medium or large). The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.

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