Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPGZX (Principal Real Estate Incm Fd) | 2.50% | 6.72% | 11.60% | 0.89% | 1.15% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPGZX (Principal Real Estate Incm Fd) | 06/28/2013 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 6.72 | 11.60 | 0.89 | 1.15 | NA | NA | … | … | 2.50 | 9.99 | 17.69 | -3.32 | -24.14 | 27.04 | -27.86 | 19.47 | 0.12 | 7.87 | -1.97 | -5.25 | 19.16 | 3.97 |
| Sharpe Ratio | NA | 0.87 | 1.20 | -0.12 | -0.03 | NA | NA | … | … | 0.85 | 1.01 | 1.81 | -0.74 | -2.25 | 4.54 | -1.10 | 3.47 | -0.20 | 1.43 | -0.26 | -0.84 | 4.46 | 1.45 |
| Standard Deviation(%) | NA | 6.25 | 7.83 | 8.65 | 10.87 | NA | NA | … | … | 7.40 | 7.03 | 7.79 | 9.45 | 11.39 | 5.95 | 25.46 | 5.19 | 6.20 | 5.06 | 8.49 | 6.27 | 4.29 | 5.46 |
| Draw Down(%) | NA | 5.95 | 10.32 | 35.50 | 45.13 | NA | NA | … | … | 5.95 | 6.50 | 5.50 | 18.88 | 26.25 | 3.09 | 45.13 | 2.73 | 5.86 | 2.43 | 8.83 | 10.14 | 3.33 | 3.81 |
| Yield(%) | 0.00 | 10.91 | 11.35 | 7.07 | 4.74 | 4.30 | 3.23 | … | … | 4.65 | 11.03 | 11.60 | 10.00 | 6.85 | 6.69 | 5.13 | 2.25 | 2.96 | 1.94 | 1.51 | 2.73 | 8.78 | 3.55 |
Data as of 06/05/2026, Common starting date is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPGZX (Principal Real Estate Incm Fd) |
-12.31%
Feb 2020 – Feb 2023 |
-6.87%
Oct 2018 – Oct 2023 |
-1.76%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPGZX (Principal Real Estate Incm Fd) |
12.38%
May 2023 – May 2026 |
5.70%
Oct 2020 – Oct 2025 |
1.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart