Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDSKX (Principal Diversified Select Real Asset Fund) | 4.80% | 9.14% | 5.90% | 4.62% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDSKX (Principal Diversified Select Real Asset Fund) | 06/26/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 9.14 | 5.90 | 4.62 | NA | NA | NA | … | … | 4.80 | 6.83 | 3.28 | 2.39 | -0.20 | 14.56 | 2.21 | 4.29 |
| Sharpe Ratio | NA | 2.31 | 0.76 | 0.44 | NA | NA | NA | … | … | 2.87 | 1.10 | -0.09 | -0.27 | -0.22 | 2.27 | 0.11 | 1.87 |
| Standard Deviation(%) | NA | 3.02 | 3.83 | 5.08 | NA | NA | NA | … | … | 3.54 | 3.67 | 3.74 | 4.66 | 7.45 | 6.41 | 17.43 | 3.86 |
| Draw Down(%) | NA | 2.01 | 4.23 | 7.88 | NA | NA | NA | … | … | 2.01 | 2.42 | 2.31 | 4.23 | 7.88 | 2.65 | 30.03 | 1.76 |
| Yield(%) | 0.00 | 1.92 | 1.94 | 3.80 | 2.59 | 1.73 | 1.29 | … | … | 0.00 | 1.98 | 2.23 | 2.09 | 6.76 | 7.99 | 2.68 | 1.25 |
Data as of 06/03/2026, Common starting date is 06/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDSKX (Principal Diversified Select Real Asset Fund) |
1.43%
Mar 2022 – Mar 2025 |
4.33%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDSKX (Principal Diversified Select Real Asset Fund) |
15.35%
Mar 2020 – Mar 2023 |
10.29%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart