CPHYX - Principal High Yield Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.55%
5-Year Average Return3.92%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)41.90%
Worst 1 Yr Total Return (Feb 3, 2019)-21.34%
Best 3-Yr Total Return41.90%
Worst 3-Yr Total Return-1.63%

Trailing Returns (%) Vs. Benchmarks

ReturnCPHYXCategory
YTD10.84%9.98%
1-Month-0.02%0.38%
3-Month0.92%1.07%
1-Year4.43%5.27%
3-Year5.20%5.10%
5-Year4.57%4.09%
10-Year6.96%6.75%
Last Bull Market12.71%11.92%
Last Bear Market-7.28%-7.29%

Annual Total Return (%) History

Year
CPHYXCategory
2019
N/AN/A
2018
-4.79%-2.59%
2017
7.76%6.47%
2016
14.62%13.30%
2015
-2.92%-4.01%
2014
2.11%1.11%
2013
7.00%6.90%
2012
15.23%14.67%
2011
3.64%2.83%
2010
13.76%14.24%
2009
41.90%46.70%
2008
-21.34%-26.41%
2007
5.72%1.47%
2006
14.46%10.14%
2005
6.59%2.59%
2004
11.43%9.99%
2003
28.10%24.36%
2002
3.66%-1.52%
2001
3.14%2.39%
2000
-1.53%-7.12%
1999
12.02%5.05%
1998
N/A-0.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.97%2.67%0.92%N/A
2018-1.38%0.71%1.74%-5.78%
20172.83%1.54%2.24%0.94%
20162.02%4.75%4.76%2.39%
20152.93%0.40%-4.43%-1.70%
20142.90%2.33%-1.86%-1.18%
20132.90%-1.48%2.36%3.11%
20125.00%1.58%4.21%3.66%
20113.59%0.94%-6.68%6.22%
20104.30%-0.87%6.70%3.13%
20092.54%18.88%11.56%4.34%
2008-2.13%1.53%-10.15%-11.89%
20072.93%0.75%1.55%0.39%
20063.42%1.46%3.94%4.94%
2005-2.02%3.16%2.61%2.77%
20044.35%-2.68%4.30%5.20%
20035.83%11.01%1.03%7.93%
20024.94%-4.15%-4.87%8.34%
20011.51%-1.32%-1.12%4.13%
20002.02%0.00%2.03%-5.41%
19992.37%4.72%0.88%3.58%
1998-5.86%3.57%N/AN/A

Rank In Category (By Total Return)

YTD47
1-Month94
3-Month67
1-Year72
3-Year50
5-Year34

Load Adjusted Returns

1-Year0.51%
3-Year3.87%
5-Year3.77%
10-Year6.55%