Nasdaq - Delayed Quote USD

Principal High Yield Fund (PHYFX)

6.59 +0.01 (+0.15%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.71%
5y Average Return 4.23%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 13.88%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 13.88%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHYFX
Category
YTD
1.77%
3.62%
1-Month
1.32%
1.08%
3-Month
1.77%
2.50%
1-Year
10.63%
14.69%
3-Year
3.26%
6.16%
5-Year
4.74%
6.21%
10-Year
4.41%
5.48%
Last Bull Market
10.09%
11.96%
Last Bear Market
-9.00%
-7.27%

Annual Total Return (%) History

Year
PHYFX
Category
2024
--
--
2023
12.79%
--
2022
-8.26%
--
2021
5.72%
--
2020
6.52%
4.91%
2019
13.88%
12.62%
2018
-4.32%
-2.59%
2017
8.02%
6.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.77% -- -- --
2023 3.76% 1.40% 0.34% 6.83%
2022 -3.37% -9.00% -0.72% 5.08%
2021 1.10% 2.97% 0.90% 0.64%
2020 -12.00% 8.91% 4.95% 5.90%
2019 7.13% 2.65% 1.18% 2.35%
2018 -1.15% 0.67% 1.86% -5.59%
2017 2.91% 1.63% 2.35% 0.91%

Rank in Category (By Total Return)

YTD 35
1-Month 25
3-Month 35
1-Year 42
3-Year 18
5-Year 16

Load Adjusted Returns

1-Year 10.63%
3-Year 3.26%
5-Year 4.74%
10-Year 4.41%

Performance & Risk

YTD Return 0.71%
5y Average Return 4.23%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Principal Funds
Net Assets 2.54B
YTD Return 1.77%
Yield 6.28%
Morningstar Rating
Inception Date Mar 01, 2002

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in below investment grade bonds and bank loans (sometimes called "high yield" or "junk") which are rated, at the time of purchase, Ba1 or lower by Moody's and BB+ or lower by S&P Global. It also invests in investment grade bank loans (also known as senior floating rate interests) and securities of foreign issuers.

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