Nasdaq - Delayed Quote • USD
Principal Short-Term Income R1 (PSIMX)
At close: April 26 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.36% |
| 5y Average Return | 0.84% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 26, 2024) | 5.11% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 5.11% |
| Worst 3Y Total Return | -1.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSIMX
Category
- YTD
- 0.83%
- 0.44%
- 1-Month
- 0.57%
- 0.02%
- 3-Month
- 0.83%
- 0.56%
- 1-Year
- 4.45%
- 2.65%
- 3-Year
- 0.10%
- 3.38%
- 5-Year
- 0.98%
- 2.40%
- 10-Year
- 0.99%
- 2.01%
- Last Bull Market
- -0.19%
- 2.63%
- Last Bear Market
- -1.62%
- -0.33%
Annual Total Return (%) History
Year
PSIMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.83% | -- | -- | -- |
| 2023 | 1.47% | 0.13% | 0.69% | 2.74% |
| 2022 | -2.71% | -1.62% | -1.50% | 1.14% |
| 2021 | -0.72% | 0.22% | -0.19% | -0.80% |
| 2020 | -0.65% | 3.21% | 0.32% | 0.24% |
| 2019 | 1.59% | 1.33% | 0.64% | 0.27% |
| 2018 | -0.45% | 0.17% | 0.30% | 0.33% |
| 2017 | 0.52% | 0.53% | 0.35% | -0.22% |
| 2016 | 0.89% | 0.91% | 0.27% | -0.53% |
| 2015 | 0.62% | -0.22% | 0.02% | -0.52% |
| 2014 | 0.25% | 0.51% | -0.21% | 0.14% |
| 2013 | 0.41% | -0.66% | 0.40% | 0.17% |
| 2012 | 1.86% | 0.37% | 1.65% | 0.35% |
| 2011 | 0.40% | 0.73% | -0.99% | 0.45% |
| 2010 | -0.30% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 50 |
| 3-Month | 45 |
| 1-Year | 64 |
| 3-Year | 69 |
| 5-Year | 88 |
Load Adjusted Returns
| 1-Year | 4.45% |
| 3-Year | 0.10% |
| 5-Year | 0.98% |
| 10-Year | 0.99% |
Performance & Risk
| YTD Return | 0.36% |
| 5y Average Return | 0.84% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Principal Funds |
| Net Assets | 2.82B |
| YTD Return | 0.83% |
| Yield | 2.45% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2002 |
Fund Summary
The fund invests primarily in high quality short-term bonds and other fixed-income securities that, at the time of purchase, are rated BBB- or higher by S&P Global or Baa3 or higher by Moody's. It maintains an effective maturity of five years or less and an average portfolio duration that is within ±30% of the duration of the Bloomberg Credit 1-3 Year Index.
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