Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDSRX (Principal Diversified Select Real Asset Fund) | 4.84% | 9.09% | 5.64% | 4.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDSRX (Principal Diversified Select Real Asset Fund) | 06/26/2019 | 06/04/2026 |
| 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 (%) | 0.00 | 9.09 | 5.64 | 4.23 | NA | NA | NA | … | … | 4.84 | 6.51 | 3.01 | 2.04 | -0.49 | 14.24 | 1.92 | 4.10 |
| Sharpe Ratio | NA | 2.22 | 0.68 | 0.38 | NA | NA | NA | … | … | 2.81 | 1.00 | -0.16 | -0.35 | -0.26 | 2.22 | 0.10 | 1.76 |
| Standard Deviation(%) | NA | 2.98 | 3.83 | 5.08 | NA | NA | NA | … | … | 3.47 | 3.70 | 3.78 | 4.66 | 7.44 | 6.40 | 17.43 | 3.89 |
| Draw Down(%) | NA | 1.99 | 4.26 | 8.01 | NA | NA | NA | … | … | 1.99 | 2.44 | 2.32 | 4.26 | 8.01 | 2.70 | 30.03 | 1.81 |
| Yield(%) | 0.00 | 1.92 | 1.83 | 3.63 | 2.46 | 1.64 | 1.23 | … | … | 0.00 | 1.99 | 2.07 | 1.87 | 6.52 | 7.70 | 2.53 | 1.14 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PDSRX (Principal Diversified Select Real Asset Fund) |
1.11%
Mar 2022 – Mar 2025 |
4.02%
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 |
|---|---|---|---|---|
| PDSRX (Principal Diversified Select Real Asset Fund) |
14.99%
Mar 2020 – Mar 2023 |
9.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart