Performance analysis of PQDI (PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF)
Annual Return
Over the past 3 years, PQDI has had an average annual return of +9.12%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PQDI has had an average annual return of +3.30%, underperforming the benchmark SPY, which returned +14% annual.
Since Jun 17, 2020, PQDI has had an average annual return of +4.69%, underperforming the benchmark SPY, which returned +17.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.32% | +8.46% | +9.99% | +6.24% | -9.61% | +3.10% | +9.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.69% | +0.72% | -2.06% | +1.90% | +0.19% | -0.08% | +1.32% | ||||||
| 2025 | +0.59% | +0.50% | +0.05% | -0.45% | +1.63% | +1.51% | +0.75% | +0.77% | +1.41% | +0.47% | +0.33% | +0.61% | +8.46% |
| 2024 | +1.62% | +0.81% | +1.19% | -0.64% | +1.46% | +0.90% | +1.04% | +1.40% | +1.75% | -0.29% | +0.43% | -0.07% | +9.99% |
| 2023 | +4.96% | -1.19% | -5.88% | +1.57% | -0.73% | +0.99% | +2.15% | -0.52% | -0.39% | -1.95% | +4.73% | +2.82% | +6.24% |
| 2022 | -1.88% | -2.31% | -0.38% | -3.21% | +0.36% | -3.10% | +4.54% | -2.73% | -3.75% | +0.02% | +2.32% | +0.40% | -9.61% |
| 2021 | -0.63% | -0.55% | +1.07% | +1.48% | +0.22% | +1.07% | +0.42% | +0.34% | -0.07% | -0.24% | -1.43% | +1.42% | +3.10% |
| 2020 | +0.07% | +3.28% | +1.90% | -1.16% | +0.59% | +3.41% | +1.41% | +9.80% |
Drawdown analysis of PQDI (PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF)
The maximum drawdown for the PQDI was -17.42%, occurring on Mar 20, 2023. Recovery took 313 trading sessions.
The current PQDI drawdown is -0.50%.
Since Jun 17, 2020 PQDI has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.42% | Sep 23, 2021 | 373 | Mar 20, 2023 | 313 | Jun 17, 2024 | 686 |
| -3.31% | Feb 25, 2026 | 23 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -2.47% | Sep 2, 2020 | 16 | Sep 25, 2020 | 29 | Nov 5, 2020 | 45 |
| -2.25% | Mar 20, 2025 | 16 | Apr 11, 2025 | 18 | May 8, 2025 | 34 |
| -2.04% | Feb 12, 2021 | 15 | Mar 8, 2021 | 22 | Apr 8, 2021 | 37 |
| -0.96% | Aug 1, 2024 | 2 | Aug 5, 2024 | 7 | Aug 14, 2024 | 9 |
| -0.92% | Jan 3, 2025 | 5 | Jan 13, 2025 | 12 | Jan 30, 2025 | 17 |
| -0.86% | Dec 31, 2020 | 7 | Jan 12, 2021 | 17 | Feb 5, 2021 | 24 |
| -0.82% | Oct 28, 2025 | 17 | Nov 20, 2025 | 4 | Nov 26, 2025 | 21 |
| -0.75% | Jun 17, 2020 | 5 | Jun 24, 2020 | 1 | Jun 25, 2020 | 6 |
| -0.74% | Jun 25, 2020 | 1 | Jun 26, 2020 | 2 | Jun 30, 2020 | 3 |
| -0.72% | Oct 17, 2024 | 11 | Nov 1, 2024 | 24 | Dec 6, 2024 | 35 |
| -0.71% | Oct 8, 2025 | 2 | Oct 10, 2025 | 9 | Oct 23, 2025 | 11 |
| -0.66% | May 5, 2021 | 5 | May 12, 2021 | 12 | May 28, 2021 | 17 |
| -0.65% | Feb 10, 2025 | 1 | Feb 11, 2025 | 12 | Feb 28, 2025 | 13 |
| -0.55% | Feb 28, 2025 | 9 | Mar 13, 2025 | 5 | Mar 20, 2025 | 14 |
| -0.53% | Oct 3, 2024 | 2 | Oct 7, 2024 | 8 | Oct 17, 2024 | 10 |
| -0.51% | Jan 16, 2026 | 1 | Jan 20, 2026 | 5 | Jan 27, 2026 | 6 |
| -0.48% | Jul 19, 2024 | 3 | Jul 24, 2024 | 5 | Jul 31, 2024 | 8 |
| -0.48% | Dec 6, 2024 | 11 | Dec 23, 2024 | 7 | Jan 3, 2025 | 18 |
| -0.42% | May 16, 2025 | 5 | May 23, 2025 | 3 | May 29, 2025 | 8 |
| -0.38% | Jul 6, 2020 | 5 | Jul 13, 2020 | 1 | Jul 14, 2020 | 6 |
| -0.37% | Jan 31, 2025 | 1 | Feb 3, 2025 | 3 | Feb 6, 2025 | 4 |
| -0.36% | Jul 14, 2025 | 3 | Jul 17, 2025 | 6 | Jul 25, 2025 | 9 |
| -0.34% | Aug 6, 2021 | 10 | Aug 20, 2021 | 8 | Sep 1, 2021 | 18 |