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Principal Fds, Inc. Short-term Income Fd Cl C: (MF: STCCX)
(NASDAQ Mutual Funds) As of Oct 3, 2024 08:00 PM ET
$12.09 USD
-0.01 (-0.08%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.41 | 73 |
| 3 months | 2.40 | 83 |
| 6 months | 3.22 | 90 |
| 1 Year | 5.88 | 92 |
| 3 Year | 0.60 | 42 |
| 5 Year | 0.81 | 61 |
| 10 Year | 0.92 | 92 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 14.96 |
| Bear Market (10/07 - 2/09) | 0.63 |
| Bull Market (2/09 - 3/21) | 28.72 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 3.69 |
| 5 Year | 0.59 |
| 10 Year | 0.72 |
| Since Inception | 1.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.72 | 0.80 | NA | NA |
| 2023 | 1.38 | 0.11 | 0.50 | 2.64 |
| 2022 | -2.77 | -1.69 | -1.57 | 1.06 |
| 2021 | -0.78 | 0.08 | -0.23 | -0.87 |
| 2020 | -0.72 | 3.14 | 0.26 | 0.28 |
| 2019 | 1.51 | 1.24 | 0.56 | 0.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.41 | 4.70 | -4.92 | -1.80 | 2.96 | 3.56 | 0.00 | 0.89 | 1.35 | -0.41 | 0.34 |
| % Total Return Rel to Index | 0.33 | -0.82 | 8.09 | -0.26 | -4.54 | -5.16 | -0.01 | -2.65 | -1.30 | -0.98 | -5.59 |
| % Total Return Rel to Peer | -0.73 | -1.69 | 4.59 | -2.47 | -2.97 | -4.41 | 1.14 | -3.11 | -3.78 | 1.57 | -2.26 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 5.00 | 4.00 | 5.00 | 2.00 | 5.00 | 5.00 | 3.00 | 5.00 |
| % Dividends | 0.20 | 0.22 | 0.07 | 0.00 | 0.07 | 0.15 | 0.13 | 0.09 | 0.09 | 0.06 | 0.06 |
| % Yield | 1.57 | 2.19 | 0.64 | 0.03 | 0.54 | 1.20 | 1.09 | 0.76 | 0.72 | 0.46 | 0.53 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.66 | 1.63 | 1.57 | 1.56 | 1.56 | 1.59 | 1.57 | 1.57 | 1.57 | 1.57 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%