PHYTX - Principal High Yield Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return4.62%
5-Year Average Return4.23%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)42.59%
Worst 1 Yr Total Return (Feb 3, 2019)-21.20%
Best 3-Yr Total Return42.59%
Worst 3-Yr Total Return-1.39%

Trailing Returns (%) Vs. Benchmarks

ReturnPHYTXCategory
YTD10.78%9.24%
1-Month0.64%0.43%
3-Month1.92%1.42%
1-Year5.36%5.59%
3-Year6.33%5.67%
5-Year4.70%3.78%
10-Year7.86%7.36%
Last Bull Market12.99%11.94%
Last Bear Market-7.16%-7.32%

Annual Total Return (%) History

Year
PHYTXCategory
2019
N/AN/A
2018
-4.53%-2.59%
2017
8.14%6.47%
2016
15.05%13.30%
2015
-2.81%-4.01%
2014
2.48%1.11%
2013
7.25%6.90%
2012
15.86%14.67%
2011
3.89%2.83%
2010
14.10%14.24%
2009
42.59%46.70%
2008
-21.20%-26.41%
2007
6.10%1.47%
2006
14.71%10.14%
2005
6.94%2.59%
2004
11.92%9.99%
2003
28.39%24.36%
2002
4.01%-1.52%
2001
3.66%2.39%
2000
-1.20%-7.12%
1999
12.27%5.05%
1998
N/A-0.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20197.11%2.77%N/AN/A
2018-1.31%0.78%1.84%-5.75%
20172.93%1.63%2.33%1.02%
20162.27%4.70%4.86%2.48%
20152.88%0.47%-4.26%-1.79%
20142.99%2.43%-1.90%-0.98%
20132.87%-1.41%2.45%3.22%
20125.26%1.54%4.46%3.77%
20113.69%1.04%-6.62%6.19%
20104.27%-0.66%6.70%3.24%
20092.82%18.85%11.71%4.46%
2008-2.17%1.62%-10.10%-11.84%
20072.94%0.82%1.75%0.47%
20063.51%1.54%3.91%5.03%
2005-1.95%3.25%2.70%2.86%
20044.57%-2.61%4.38%5.28%
20035.92%11.11%1.11%7.90%
20024.90%-3.96%-4.79%8.44%
20011.73%-1.35%-0.89%4.23%
20002.24%-0.02%2.23%-5.45%
19992.44%4.78%0.84%3.73%
19983.65%N/AN/AN/A

Rank In Category (By Total Return)

YTD27
1-Month21
3-Month22
1-Year60
3-Year27
5-Year20

Load Adjusted Returns

1-Year5.36%
3-Year6.33%
5-Year4.70%
10-Year7.86%