Principal Fds, Inc. Short-term Income Fd Cl C: (MF: STCCX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:11 PM ET
$12.19 USD
0.00 (NA)
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.09 | 96 |
| 3 months | 0.55 | 92 |
| 6 months | 1.43 | 97 |
| 1 Year | 4.10 | 96 |
| 3 Year | 4.24 | 88 |
| 5 Year | 1.12 | 57 |
| 10 Year | 1.43 | 94 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 14.96 |
| Bear Market (10/07 - 2/09) | 0.64 |
| Bull Market (2/09 - 3/21) | 34.65 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 3.05 |
| 5 Year | 1.12 |
| 10 Year | 1.43 |
| Since Inception | 1.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.32 | 1.28 | 0.87 | 0.55 |
| 2024 | 0.72 | 0.80 | 2.58 | -0.22 |
| 2023 | 1.38 | 0.11 | 0.50 | 2.64 |
| 2022 | -2.77 | -1.69 | -1.57 | 1.06 |
| 2021 | -0.78 | 0.08 | -0.23 | -0.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.09 | 3.92 | 4.70 | -4.92 | -1.80 | 2.96 | 3.56 | 0.00 | 0.89 | 1.35 |
| % Total Return Rel to Index | -3.28 | 2.65 | -0.82 | 8.09 | -0.26 | -4.54 | -5.16 | -0.01 | -2.65 | -1.30 |
| % Total Return Rel to Peer | -2.92 | 0.05 | -1.69 | 4.59 | -2.47 | -2.97 | -4.41 | 1.14 | -3.11 | -3.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 5.00 | 4.00 | 5.00 | 2.00 | 5.00 | 5.00 |
| % Dividends | 0.30 | 0.30 | 0.22 | 0.07 | 0.00 | 0.07 | 0.15 | 0.13 | 0.09 | 0.09 |
| % Yield | 2.37 | 2.43 | 2.42 | 0.64 | 0.03 | 0.54 | 1.20 | 1.09 | 0.76 | 0.72 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.55 | 1.58 | 1.63 | 1.57 | 1.56 | 1.56 | 1.59 | 1.57 | 1.57 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%
