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Principal Fds, Inc. Short-term Income Fd Insti Cl: (MF: PSHIX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$12.04 USD
-0.04 (-0.33%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.22 | 41 |
| 3 months | 2.68 | 76 |
| 6 months | 3.82 | 75 |
| 1 Year | 7.15 | 70 |
| 3 Year | 1.81 | 23 |
| 5 Year | 1.99 | 35 |
| 10 Year | 2.08 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 2.12 |
| Bull Market (2/09 - 3/21) | 53.27 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 6.02 |
| 5 Year | 1.75 |
| 10 Year | 1.88 |
| Since Inception | 2.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.03 | 1.01 | NA | NA |
| 2023 | 1.68 | 0.33 | 0.90 | 2.95 |
| 2022 | -2.50 | -1.41 | -1.28 | 1.35 |
| 2021 | -0.52 | 0.43 | 0.02 | -0.58 |
| 2020 | -0.52 | 3.43 | 0.60 | 0.49 |
| 2019 | 1.79 | 1.54 | 0.94 | 0.49 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.22 | 5.98 | -3.83 | -0.64 | 4.03 | 4.86 | 1.14 | 2.06 | 2.42 | 0.77 | 1.56 |
| % Total Return Rel to Index | 1.14 | 0.46 | 9.18 | 0.90 | -3.46 | -3.86 | 1.12 | -1.48 | -0.23 | 0.19 | -4.37 |
| % Total Return Rel to Peer | 0.06 | -0.40 | 5.69 | -1.31 | -1.89 | -3.11 | 2.28 | -1.94 | -2.71 | 2.75 | -1.04 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 1.00 | 3.00 | 4.00 | 4.00 | 1.00 | 4.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.29 | 0.36 | 0.21 | 0.14 | 0.21 | 0.29 | 0.27 | 0.23 | 0.23 | 0.20 | 0.20 |
| % Yield | 2.34 | 3.39 | 1.77 | 1.10 | 1.62 | 2.34 | 2.21 | 1.89 | 1.83 | 1.62 | 1.63 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.43 | 0.42 | 0.43 | 0.43 | 0.43 | 0.43 | 0.43 | 0.43 | 0.43 | 0.43 | 0.44 |
* 1 = Top 20%, 5 = Bottom 20%