Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDSYX (Principal Diversified Select Real Asset Fund) | 4.95% | 9.40% | 6.13% | 4.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDSYX (Principal Diversified Select Real Asset Fund) | 06/26/2019 | 06/05/2026 |
| 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 (%) | -0.14 | 9.40 | 6.13 | 4.66 | NA | NA | NA | … | … | 4.95 | 7.02 | 3.53 | 2.57 | -0.04 | 14.81 | 2.45 | 4.37 |
| Sharpe Ratio | NA | 2.42 | 0.82 | 0.49 | NA | NA | NA | … | … | 3.01 | 1.16 | -0.03 | -0.23 | -0.20 | 2.31 | 0.13 | 1.93 |
| Standard Deviation(%) | NA | 2.98 | 3.82 | 5.08 | NA | NA | NA | … | … | 3.47 | 3.66 | 3.73 | 4.66 | 7.46 | 6.41 | 17.42 | 3.82 |
| Draw Down(%) | NA | 1.98 | 4.19 | 7.80 | NA | NA | NA | … | … | 1.98 | 2.43 | 2.28 | 4.19 | 7.80 | 2.64 | 30.00 | 1.76 |
| Yield(%) | 0.00 | 1.89 | 1.92 | 3.76 | 2.59 | 1.73 | 1.30 | … | … | 0.00 | 1.96 | 2.21 | 2.08 | 6.73 | 7.97 | 2.68 | 1.25 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PDSYX (Principal Diversified Select Real Asset Fund) |
1.62%
Mar 2022 – Mar 2025 |
4.54%
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 |
|---|---|---|---|---|
| PDSYX (Principal Diversified Select Real Asset Fund) |
15.58%
Mar 2020 – Mar 2023 |
10.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart