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Principal Fds, Inc. Short-term Income Fund Class R-4: (MF: PSIPX)
(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET
$11.97 USD
-0.02 (-0.17%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.96 | 58 |
| 3 months | 3.01 | 76 |
| 6 months | 3.97 | 79 |
| 1 Year | 7.88 | 84 |
| 3 Year | 1.82 | 29 |
| 5 Year | 1.83 | 45 |
| 10 Year | 1.82 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 7.88 |
| 5 Year | 1.83 |
| 10 Year | 1.82 |
| Since Inception | 1.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.95 | 0.92 | 3.01 | NA |
| 2023 | 1.59 | 0.34 | 0.81 | 2.77 |
| 2022 | -2.58 | -1.49 | -1.36 | 1.27 |
| 2021 | -0.60 | 0.34 | -0.06 | -0.68 |
| 2020 | -0.61 | 3.34 | 0.52 | 0.40 |
| 2019 | 1.62 | 1.45 | 0.85 | 0.40 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.96 | 5.63 | -4.16 | -0.99 | 3.66 | 4.40 | 0.78 | 1.69 | 2.14 | 0.24 | 1.13 |
| % Total Return Rel to Index | 0.49 | 0.10 | 8.86 | 0.55 | -3.83 | -4.32 | 0.76 | -1.85 | -0.51 | -0.32 | -4.81 |
| % Total Return Rel to Peer | -0.44 | -0.76 | 5.36 | -1.66 | -2.26 | -3.58 | 1.92 | -2.31 | -2.99 | 2.23 | -1.47 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.29 | 0.32 | 0.17 | 0.09 | 0.16 | 0.25 | 0.23 | 0.19 | 0.18 | 0.14 | 0.16 |
| % Yield | 2.33 | 3.09 | 1.42 | 0.74 | 1.26 | 1.96 | 1.83 | 1.51 | 1.46 | 1.09 | 1.27 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.76 | 0.76 | 0.77 | 0.79 | 0.79 | 0.79 | 0.79 | 0.79 | 0.79 | 0.79 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%