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Principal Fds, Inc. Short-term Income Fund Class R-3: (MF: PSIOX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:11 PM ET
$12.19 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.96 | 88 |
| 3 months | 0.93 | 64 |
| 6 months | 2.06 | 91 |
| 1 Year | 4.96 | 88 |
| 3 Year | 4.90 | 71 |
| 5 Year | 1.75 | 50 |
| 10 Year | 2.03 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 4.96 |
| 5 Year | 1.75 |
| 10 Year | 2.03 |
| Since Inception | 1.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.47 | 1.34 | 1.11 | 0.93 |
| 2024 | 0.90 | 0.88 | 2.79 | -0.07 |
| 2023 | 1.54 | -0.02 | 0.77 | 2.81 |
| 2022 | -2.60 | -1.54 | -1.41 | 1.22 |
| 2021 | -0.65 | 0.30 | -0.10 | -0.79 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.96 | 4.55 | 5.19 | -4.31 | -1.25 | 3.43 | 4.17 | 0.58 | 1.49 | 1.95 |
| % Total Return Rel to Index | -2.41 | 3.29 | -0.33 | 8.70 | 0.29 | -4.06 | -4.55 | 0.56 | -2.04 | -0.70 |
| % Total Return Rel to Peer | -2.05 | 0.68 | -1.20 | 5.21 | -1.92 | -2.49 | -3.80 | 1.72 | -2.51 | -3.18 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 | 2.00 | 5.00 | 5.00 |
| % Dividends | 0.40 | 0.38 | 0.28 | 0.14 | 0.07 | 0.14 | 0.21 | 0.20 | 0.17 | 0.16 |
| % Yield | 3.16 | 3.02 | 3.23 | 1.18 | 0.56 | 1.09 | 1.68 | 1.65 | 1.33 | 1.28 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.93 | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%